AFR
Applied Fundamental Research’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.63M | Sell |
39,439
-5,402
| -12% | -$1.32M | 8.53% | 5 |
|
|
2025
Q1 | $9.04M | Hold |
44,841
| – | – | 7.58% | 7 |
|
|
2024
Q4 | $11M | Sell |
44,841
-4,133
| -8% | -$1.01M | 8.58% | 6 |
|
|
2024
Q3 | $15.5M | Sell |
48,974
-9,851
| -17% | -$3.12M | 10.24% | 6 |
|
|
2024
Q2 | $15.5M | Sell |
58,825
-7,647
| -12% | -$2.02M | 11.42% | 2 |
|
|
2024
Q1 | $16.8M | Sell |
66,472
-250
| -0.4% | -$63.1K | 12.41% | 2 |
|
|
2023
Q4 | $11.5M | Buy |
66,722
+1,865
| +3% | +$321K | 8.28% | 8 |
|
|
2023
Q3 | $10.5M | Sell |
64,857
-3,443
| -5% | -$556K | 7.61% | 10 |
|
|
2023
Q2 | $13.2M | Sell |
68,300
-30,848
| -31% | -$5.98M | 8.3% | 7 |
|
|
2023
Q1 | $12.9M | Sell |
99,148
-40,508
| -29% | -$5.26M | 9.27% | 6 |
|
|
2022
Q4 | $16.5M | Sell |
139,656
-64,016
| -31% | -$7.55M | 11.85% | 1 |
|
|
2022
Q3 | $17.5M | Sell |
203,672
-115,899
| -36% | -$9.95M | 14.18% | 1 |
|
|
2022
Q2 | $25.4M | Sell |
319,571
-51,473
| -14% | -$4.1M | 14.19% | 1 |
|
|
2022
Q1 | $24.6M | Buy |
371,044
+39,449
| +12% | +$2.61M | 11.05% | 2 |
|
|
2021
Q4 | $23.3M | Sell |
331,595
-16,654
| -5% | -$1.17M | 11.2% | 3 |
|
|
2021
Q3 | $21.6M | Buy |
348,249
+41,234
| +13% | +$2.55M | 11.51% | 3 |
|
|
2021
Q2 | $17.6M | Buy |
307,015
+61,655
| +25% | +$3.54M | 11.84% | 3 |
|
|
2021
Q1 | $12.2M | Buy |
245,360
+18,938
| +8% | +$944K | 10.31% | 5 |
|
|
2020
Q4 | $10.6M | Buy |
+226,422
| New | +$10.6M | 10.06% | 4 |
|