WR Wealth Planners’s TopBuild BLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $294K | Sell |
944
-109
| -10% | -$33.9K | 0.09% | 132 |
|
|
2024
Q3 | $428K | Buy |
1,053
+31
| +3% | +$12.6K | 0.12% | 113 |
|
|
2024
Q2 | $394K | Sell |
1,022
-701
| -41% | -$270K | 0.12% | 111 |
|
|
2024
Q1 | $759K | Buy |
1,723
+14
| +0.8% | +$6.17K | 0.24% | 61 |
|
|
2023
Q4 | $640K | Buy |
1,709
+202
| +13% | +$75.6K | 0.24% | 74 |
|
|
2023
Q3 | $379K | Buy |
1,507
+61
| +4% | +$15.3K | 0.14% | 115 |
|
|
2023
Q2 | $385K | Buy |
1,446
+55
| +4% | +$14.6K | 0.15% | 111 |
|
|
2023
Q1 | $290K | Buy |
1,391
+46
| +3% | +$9.57K | 0.13% | 127 |
|
|
2022
Q4 | $210K | Buy |
1,345
+10
| +0.7% | +$1.57K | 0.13% | 111 |
|
|
2022
Q3 | $220K | Sell |
1,335
-140
| -9% | -$23.1K | 0.15% | 101 |
|
|
2022
Q2 | $247K | Buy |
1,475
+25
| +2% | +$4.18K | 0.16% | 97 |
|
|
2022
Q1 | $263K | Buy |
+1,450
| New | +$263K | 0.16% | 100 |
|