WCM
Woodson Capital Management’s Builders FirstSource BLDR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.3M | Buy |
200,000
+50,000
| +33% | +$5.83M | 3.89% | 13 |
|
|
2025
Q1 | $18.7M | Buy |
150,000
+60,000
| +67% | +$7.5M | 3.25% | 12 |
|
|
2024
Q4 | $12.9M | Sell |
90,000
-23,058
| -20% | -$3.3M | 2.07% | 17 |
|
|
2024
Q3 | $21.9M | Sell |
113,058
-36,942
| -25% | -$7.16M | 4.28% | 5 |
|
|
2024
Q2 | $20.8M | Buy |
150,000
+37,500
| +33% | +$5.19M | 3.6% | 7 |
|
|
2024
Q1 | $23.5M | Sell |
112,500
-13,500
| -11% | -$2.82M | 3.75% | 6 |
|
|
2023
Q4 | $21M | Sell |
126,000
-24,000
| -16% | -$4.01M | 4.32% | 5 |
|
|
2023
Q3 | $18.7M | Sell |
150,000
-20,000
| -12% | -$2.49M | 3.64% | 6 |
|
|
2023
Q2 | $23.1M | Sell |
170,000
-200,000
| -54% | -$27.2M | 3.49% | 7 |
|
|
2023
Q1 | $32.8M | Sell |
370,000
-90,000
| -20% | -$7.99M | 5.08% | 3 |
|
|
2022
Q4 | $29.8M | Sell |
460,000
-70,000
| -13% | -$4.54M | 4.9% | 6 |
|
|
2022
Q3 | $31.2M | Sell |
530,000
-184,000
| -26% | -$10.8M | 4.99% | 5 |
|
|
2022
Q2 | $38.3M | Buy |
714,000
+114,000
| +19% | +$6.12M | 5.31% | 4 |
|
|
2022
Q1 | $38.7M | Sell |
600,000
-69,000
| -10% | -$4.45M | 4.63% | 7 |
|
|
2021
Q4 | $57.3M | Sell |
669,000
-231,000
| -26% | -$19.8M | 5.82% | 3 |
|
|
2021
Q3 | $46.6M | Buy |
900,000
+250,632
| +39% | +$13M | 3.21% | 7 |
|
|
2021
Q2 | $27.7M | Buy |
+649,368
| New | +$27.7M | 1.78% | 18 |
|