AssetMark Inc’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $38.6K | Buy |
419
+16
| +4% | +$1.62K | ﹤0.01% | 1835 |
|
|
2025
Q4 | $36.7K | Sell |
403
-181
| -31% | -$16.6K | ﹤0.01% | 1811 |
|
|
2025
Q3 | $54.6K | Buy |
584
+22
| +4% | +$2.22K | ﹤0.01% | 1600 |
|
|
2025
Q2 | $55.8K | Buy |
562
+1
| +0.2% | +$101 | ﹤0.01% | 1527 |
|
|
2025
Q1 | $60K | Sell |
561
-4
| -0.7% | -$446 | ﹤0.01% | 1399 |
|
|
2024
Q4 | $63.6K | Buy |
565
+6
| +1% | +$773 | ﹤0.01% | 1355 |
|
|
2024
Q3 | $73.3K | Sell |
559
-5
| -0.9% | -$604 | ﹤0.01% | 1209 |
|
|
2024
Q2 | $63.2K | Buy |
564
+5
| +0.9% | +$581 | ﹤0.01% | 1186 |
|
|
2024
Q1 | $68.8K | Sell |
559
-314
| -36% | -$36.5K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $110K | Buy |
873
+129
| +17% | +$13.9K | ﹤0.01% | 1022 |
|
|
2023
Q3 | $76.2K | Buy |
744
+79
| +12% | +$7.98K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $64.5K | Sell |
665
-7
| -1% | -$584 | ﹤0.01% | 1022 |
|
|
2023
Q1 | $53.4K | Buy |
672
+7
| +1% | +$599 | ﹤0.01% | 1022 |
|
|
2022
Q4 | $52.7K | Hold |
665
| – | – | ﹤0.01% | 1023 |
|
|
2022
Q3 | $48K | Hold |
665
| – | – | ﹤0.01% | 947 |
|
|
2022
Q2 | $45K | Sell |
665
-425
| -39% | -$32K | ﹤0.01% | 943 |
|
|
2022
Q1 | $84K | Sell |
1,090
-78
| -7% | -$6.51K | ﹤0.01% | 814 |
|
|
2021
Q4 | $107K | Sell |
1,168
-84
| -7% | -$7.06K | ﹤0.01% | 777 |
|
|
2021
Q3 | $85K | Buy |
1,252
+44
| +4% | +$3.2K | ﹤0.01% | 675 |
|
|
2021
Q2 | $90K | Hold |
1,208
| – | – | ﹤0.01% | 651 |
|
|
2021
Q1 | $92K | Sell |
1,208
-30
| -2% | -$1.88K | ﹤0.01% | 635 |
|
|
2020
Q4 | $69K | Sell |
1,238
-384
| -24% | -$21.1K | ﹤0.01% | 660 |
|
|
2020
Q3 | $92K | Buy |
1,622
+467
| +40% | +$26.3K | ﹤0.01% | 600 |
|
|
2020
Q2 | $57K | Sell |
1,155
-240
| -17% | -$10.2K | ﹤0.01% | 635 |
|
|
2020
Q1 | $52K | Buy |
1,395
+56
| +4% | +$2.57K | ﹤0.01% | 681 |
|
|
2019
Q4 | $64K | Buy |
1,339
+184
| +16% | +$8.67K | ﹤0.01% | 690 |
|
|
2019
Q3 | $46K | Buy |
1,155
+120
| +12% | +$4.67K | ﹤0.01% | 741 |
|
|
2019
Q2 | $39K | Hold |
1,035
| – | – | ﹤0.01% | 764 |
|
|
2019
Q1 | $31K | Hold |
1,035
| – | – | ﹤0.01% | 795 |
|
|
2018
Q4 | $27K | Sell |
1,035
-89
| -8% | -$2.56K | ﹤0.01% | 820 |
|
|
2018
Q3 | $40K | Hold |
1,124
| – | – | ﹤0.01% | 791 |
|
|
2018
Q2 | $41K | Hold |
1,124
| – | – | ﹤0.01% | 767 |
|
|
2018
Q1 | $36K | Sell |
1,124
-35
| -3% | -$1.24K | ﹤0.01% | 816 |
|
|
2017
Q4 | $44K | Sell |
1,159
-179
| -13% | -$6.58K | ﹤0.01% | 821 |
|
|
2017
Q3 | $44K | Hold |
1,338
| – | – | ﹤0.01% | 735 |
|
|
2017
Q2 | $39K | Hold |
1,338
| – | – | ﹤0.01% | 738 |
|
|
2017
Q1 | $44K | Hold |
1,338
| – | – | ﹤0.01% | 672 |
|
|
2016
Q4 | $46K | Hold |
1,338
| – | – | ﹤0.01% | 645 |
|
|
2016
Q3 | $44K | Sell |
1,338
-12
| -0.9% | -$416 | ﹤0.01% | 648 |
|
|
2016
Q2 | $42K | Hold |
1,350
| – | – | ﹤0.01% | 645 |
|
|
2016
Q1 | $39K | Sell |
1,350
-7,575
| -85% | -$180K | ﹤0.01% | 618 |
|
|
2015
Q4 | $203K | Sell |
8,925
-366
| -4% | -$8.7K | ﹤0.01% | 434 |
|
|
2015
Q3 | $179K | Buy |
+9,291
| New | +$185K | ﹤0.01% | 333 |
|
Other funds holding UFPI
VPM
VCM
WA
