Bell Investment 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 | $1.39K | Sell |
14
-5
| -26% | -$497 | ﹤0.01% | 1485 |
|
|
2025
Q1 | $2.03K | Buy |
19
+5
| +36% | +$535 | ﹤0.01% | 1303 |
|
|
2024
Q4 | $1.58K | Sell |
14
-14
| -50% | -$1.58K | ﹤0.01% | 1419 |
|
|
2024
Q3 | $3.67K | Hold |
28
| – | – | ﹤0.01% | 1088 |
|
|
2024
Q2 | $3.14K | Hold |
28
| – | – | ﹤0.01% | 1155 |
|
|
2024
Q1 | $3.45K | Hold |
28
| – | – | ﹤0.01% | 1107 |
|
|
2023
Q4 | $3.52K | Hold |
28
| – | – | ﹤0.01% | 1072 |
|
|
2023
Q3 | $2.87K | Buy |
28
+14
| +100% | +$1.43K | ﹤0.01% | 1106 |
|
|
2023
Q2 | $1.36K | Buy |
14
+7
| +100% | +$680 | ﹤0.01% | 1478 |
|
|
2023
Q1 | $557 | Sell |
7
-12
| -63% | -$955 | ﹤0.01% | 1773 |
|
|
2022
Q4 | $1.51K | Buy |
19
+12
| +171% | +$951 | ﹤0.01% | 1429 |
|
|
2022
Q3 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 1614 |
|