AE Wealth Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
2,642
-211
| -7% | -$21K | ﹤0.01% | 1170 |
|
|
2025
Q1 | $305K | Buy |
+2,853
| New | +$305K | ﹤0.01% | 1078 |
|
|
2022
Q2 | – | Sell |
-3,033
| Closed | -$234K | – | 1842 |
|
|
2022
Q1 | $234K | Sell |
3,033
-3,244
| -52% | -$250K | ﹤0.01% | 1526 |
|
|
2021
Q4 | $578K | Buy |
+6,277
| New | +$578K | ﹤0.01% | 1195 |
|
|
2019
Q4 | – | Sell |
-8,659
| Closed | -$345K | – | 1165 |
|
|
2019
Q3 | $345K | Buy |
+8,659
| New | +$345K | 0.01% | 730 |
|