Perigon Wealth Management’s Builders FirstSource BLDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $822K | Buy |
7,041
+1,280
| +22% | +$149K | 0.02% | 529 |
|
|
2025
Q1 | $720K | Buy |
5,761
+553
| +11% | +$69.1K | 0.02% | 528 |
|
|
2024
Q4 | $837K | Buy |
5,208
+1,230
| +31% | +$198K | 0.02% | 494 |
|
|
2024
Q3 | $771K | Hold |
3,978
| – | – | 0.02% | 496 |
|
|
2024
Q2 | $551K | Buy |
3,978
+2,214
| +126% | +$306K | 0.02% | 510 |
|
|
2024
Q1 | $368K | Buy |
1,764
+156
| +10% | +$32.5K | 0.01% | 620 |
|
|
2023
Q4 | $268K | Sell |
1,608
-2,979
| -65% | -$497K | 0.01% | 689 |
|
|
2023
Q3 | $571K | Buy |
4,587
+1,179
| +35% | +$147K | 0.02% | 414 |
|
|
2023
Q2 | $463K | Buy |
+3,408
| New | +$463K | 0.02% | 475 |
|
|
2022
Q2 | – | Sell |
-15,907
| Closed | -$1.03M | – | 574 |
|
|
2022
Q1 | $1.03M | Buy |
15,907
+84
| +0.5% | +$5.42K | 0.07% | 226 |
|
|
2021
Q4 | $1.36M | Buy |
15,823
+4,059
| +35% | +$348K | 0.1% | 183 |
|
|
2021
Q3 | $609K | Buy |
+11,764
| New | +$609K | 0.05% | 271 |
|