Annis Gardner Whiting Capital Advisors’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 | $289K | Sell |
2,912
-6
| -0.2% | -$596 | 0.1% | 177 |
|
|
2025
Q1 | $312K | Buy |
2,918
+2,806
| +2,505% | +$300K | 0.13% | 147 |
|
|
2024
Q4 | $12.6K | Hold |
112
| – | – | ﹤0.01% | 504 |
|
|
2024
Q3 | $14.7K | Sell |
112
-306
| -73% | -$40.2K | ﹤0.01% | 504 |
|
|
2024
Q2 | $46.8K | Buy |
418
+118
| +39% | +$13.2K | 0.01% | 411 |
|
|
2024
Q1 | $36.9K | Buy |
300
+188
| +168% | +$23.1K | 0.01% | 439 |
|
|
2023
Q4 | $14.1K | Hold |
112
| – | – | 0.01% | 448 |
|
|
2023
Q3 | $11.5K | Buy |
+112
| New | +$11.5K | 0.01% | 449 |
|