Annex Advisory Services’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29M | Buy |
118,593
+13,305
| +13% | +$3.25M | 0.7% | 42 |
|
|
2025
Q1 | $21.2M | Buy |
105,288
+43,480
| +70% | +$8.77M | 0.6% | 47 |
|
|
2024
Q4 | $15.1M | Buy |
61,808
+15,940
| +35% | +$3.9M | 0.46% | 52 |
|
|
2024
Q3 | $14.5M | Buy |
45,868
+2,142
| +5% | +$678K | 0.46% | 49 |
|
|
2024
Q2 | $11.5M | Sell |
43,726
-2,763
| -6% | -$729K | 0.41% | 51 |
|
|
2024
Q1 | $11.7M | Buy |
46,489
+3,564
| +8% | +$899K | 0.42% | 45 |
|
|
2023
Q4 | $7.38M | Buy |
42,925
+12,343
| +40% | +$2.12M | 0.31% | 56 |
|
|
2023
Q3 | $4.94M | Buy |
30,582
+1,493
| +5% | +$241K | 0.3% | 65 |
|
|
2023
Q2 | $5.64M | Buy |
29,089
+2,387
| +9% | +$463K | 0.31% | 62 |
|
|
2023
Q1 | $3.47M | Buy |
26,702
+2,426
| +10% | +$315K | 0.19% | 72 |
|
|
2022
Q4 | $2.86M | Buy |
24,276
+2,004
| +9% | +$236K | 0.16% | 77 |
|
|
2022
Q3 | $1.91M | Buy |
22,272
+1,615
| +8% | +$139K | 0.13% | 91 |
|
|
2022
Q2 | $1.64M | Buy |
20,657
+7,900
| +62% | +$629K | 0.12% | 103 |
|
|
2022
Q1 | $844K | Buy |
12,757
+9,683
| +315% | +$641K | 0.06% | 133 |
|
|
2021
Q4 | $216K | Buy |
+3,074
| New | +$216K | 0.01% | 231 |
|