OWA
One Wealth Advisors’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,903
-712
| -27% | -$83.1K | 0.03% | 266 |
|
|
2025
Q1 | $327K | Buy |
2,615
+459
| +21% | +$57.3K | 0.05% | 197 |
|
|
2024
Q4 | $308K | Sell |
2,156
-920
| -30% | -$131K | 0.05% | 185 |
|
|
2024
Q3 | $596K | Sell |
3,076
-885
| -22% | -$172K | 0.09% | 116 |
|
|
2024
Q2 | $616K | Buy |
3,961
+711
| +22% | +$111K | 0.13% | 87 |
|
|
2024
Q1 | $678K | Sell |
3,250
-84
| -3% | -$17.5K | 0.12% | 100 |
|
|
2023
Q4 | $557K | Sell |
3,334
-41
| -1% | -$6.85K | 0.11% | 101 |
|
|
2023
Q3 | $420K | Sell |
3,375
-550
| -14% | -$68.5K | 0.09% | 105 |
|
|
2023
Q2 | $534K | Sell |
3,925
-590
| -13% | -$80.2K | 0.11% | 97 |
|
|
2023
Q1 | $401K | Buy |
4,515
+1,168
| +35% | +$104K | 0.09% | 118 |
|
|
2022
Q4 | $217K | Buy |
+3,347
| New | +$217K | 0.05% | 175 |
|
|
2019
Q2 | – | Sell |
-228
| Closed | -$3K | – | 165 |
|
|
2019
Q1 | $3K | Buy |
+228
| New | +$3K | ﹤0.01% | 425 |
|
|
2018
Q4 | – | Sell |
-259
| Closed | -$4K | – | 149 |
|
|
2018
Q3 | $4K | Hold |
259
| – | – | ﹤0.01% | 418 |
|
|
2018
Q2 | $5K | Sell |
259
-59
| -19% | -$1.14K | ﹤0.01% | 384 |
|
|
2018
Q1 | $6K | Hold |
318
| – | – | 0.01% | 345 |
|
|
2017
Q4 | $7K | Buy |
+318
| New | +$7K | 0.01% | 368 |
|