SWA
SFMG Wealth Advisors’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
3,753
-134
| -3% | -$15.6K | 0.03% | 169 |
|
|
2025
Q1 | $486K | Sell |
3,887
-299
| -7% | -$37.4K | 0.04% | 153 |
|
|
2024
Q4 | $598K | Sell |
4,186
-700
| -14% | -$100K | 0.05% | 130 |
|
|
2024
Q3 | $947K | Sell |
4,886
-108
| -2% | -$20.9K | 0.08% | 98 |
|
|
2024
Q2 | $691K | Buy |
4,994
+520
| +12% | +$72K | 0.06% | 110 |
|
|
2024
Q1 | $933K | Buy |
4,474
+498
| +13% | +$104K | 0.08% | 94 |
|
|
2023
Q4 | $664K | Buy |
3,976
+2
| +0.1% | +$334 | 0.06% | 109 |
|
|
2023
Q3 | $495K | Hold |
3,974
| – | – | 0.05% | 130 |
|
|
2023
Q2 | $540K | Buy |
3,974
+429
| +12% | +$58.3K | 0.06% | 117 |
|
|
2023
Q1 | $315K | Hold |
3,545
| – | – | 0.03% | 174 |
|
|
2022
Q4 | $230K | Sell |
3,545
-150
| -4% | -$9.73K | 0.03% | 209 |
|
|
2022
Q3 | $232K | Buy |
+3,695
| New | +$232K | 0.03% | 201 |
|
|
2022
Q2 | – | Sell |
-3,655
| Closed | -$236K | – | 282 |
|
|
2022
Q1 | $236K | Hold |
3,655
| – | – | 0.02% | 237 |
|
|
2021
Q4 | $313K | Buy |
+3,655
| New | +$313K | 0.03% | 196 |
|