Bell Investment Advisors’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 | $4.4K | Buy |
18
+10
| +125% | +$2.44K | ﹤0.01% | 1039 |
|
|
2025
Q1 | $1.61K | Hold |
8
| – | – | ﹤0.01% | 1391 |
|
|
2024
Q4 | $1.96K | Sell |
8
-7
| -47% | -$1.71K | ﹤0.01% | 1346 |
|
|
2024
Q3 | $4.75K | Buy |
15
+9
| +150% | +$2.85K | ﹤0.01% | 952 |
|
|
2024
Q2 | $1.58K | Hold |
6
| – | – | ﹤0.01% | 1456 |
|
|
2024
Q1 | $1.51K | Hold |
6
| – | – | ﹤0.01% | 1461 |
|
|
2023
Q4 | $1.03K | Hold |
6
| – | – | ﹤0.01% | 1584 |
|
|
2023
Q3 | $969 | Sell |
6
-9
| -60% | -$1.45K | ﹤0.01% | 1587 |
|
|
2023
Q2 | $2.91K | Buy |
15
+9
| +150% | +$1.75K | ﹤0.01% | 1106 |
|
|
2023
Q1 | $780 | Hold |
6
| – | – | ﹤0.01% | 1648 |
|
|
2022
Q4 | $707 | Hold |
6
| – | – | ﹤0.01% | 1679 |
|
|
2022
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1615 |
|