WMS Partners’s Beazer Homes USA BZH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-57,399	Closed	-$1.58M	–	46
2024 Q4	$1.58M	Hold	57,399	–	–	0.09%	91
2024 Q3	$1.96M	Hold	57,399	–	–	0.11%	82
2024 Q2	$1.58M	Hold	57,399	–	–	0.1%	75
2024 Q1	$1.88M	Hold	57,399	–	–	0.13%	69
2023 Q4	$1.94M	Buy	57,399 +14,181	+33%	+$479K	0.14%	63
2023 Q3	$1.08M	Hold	43,218	–	–	0.09%	94
2023 Q2	$1.22M	Buy	43,218 +15,681	+57%	+$444K	0.1%	88
2023 Q1	$437K	Hold	27,537	–	–	0.04%	167
2022 Q4	$351K	Hold	27,537	–	–	0.03%	188
2022 Q3	$266K	Hold	27,537	–	–	0.04%	199
2022 Q2	$332K	Hold	27,537	–	–	0.05%	175
2022 Q1	$419K	Hold	27,537	–	–	0.06%	154
2021 Q4	$639K	Buy	27,537 +9,177	+50%	+$213K	0.14%	98
2021 Q3	$317K	Hold	18,360	–	–	0.05%	205
2021 Q2	$354K	Hold	18,360	–	–	0.05%	179
2021 Q1	$384K	Hold	18,360	–	–	0.09%	144
2020 Q4	$278K	Buy	+18,360	New	+$278K	0.05%	187