Beaton Management Company’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 | $732K | Hold |
3,000
| – | – | 0.36% | 72 |
|
|
2025
Q1 | $605K | Hold |
3,000
| – | – | 0.31% | 75 |
|
|
2024
Q4 | $734K | Sell |
3,000
-85
| -3% | -$20.8K | 0.37% | 71 |
|
|
2024
Q3 | $977K | Hold |
3,085
| – | – | 0.49% | 59 |
|
|
2024
Q2 | $814K | Hold |
3,085
| – | – | 0.44% | 65 |
|
|
2024
Q1 | $778K | Hold |
3,085
| – | – | 0.42% | 67 |
|
|
2023
Q4 | $531K | Hold |
3,085
| – | – | 0.32% | 78 |
|
|
2023
Q3 | $498K | Hold |
3,085
| – | – | 0.32% | 78 |
|
|
2023
Q2 | $598K | Hold |
3,085
| – | – | 0.38% | 72 |
|
|
2023
Q1 | $401K | Hold |
3,085
| – | – | 0.27% | 85 |
|
|
2022
Q4 | $364K | Hold |
3,085
| – | – | 0.24% | 94 |
|
|
2022
Q3 | $265K | Hold |
3,085
| – | – | 0.2% | 108 |
|
|
2022
Q2 | $245K | Hold |
3,085
| – | – | 0.17% | 116 |
|
|
2022
Q1 | $204K | Hold |
3,085
| – | – | 0.13% | 138 |
|
|
2021
Q4 | $217K | Buy |
+3,085
| New | +$217K | 0.13% | 139 |
|