Carson Wealth (CWM LLC)’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $678K | Sell |
6,825
-266
| -4% | -$26.4K | ﹤0.01% | 1455 |
|
|
2025
Q1 | $759K | Buy |
7,091
+223
| +3% | +$23.9K | ﹤0.01% | 1291 |
|
|
2024
Q4 | $774K | Sell |
6,868
-7
| -0.1% | -$789 | ﹤0.01% | 1207 |
|
|
2024
Q3 | $902K | Buy |
6,875
+56
| +0.8% | +$7.35K | ﹤0.01% | 1098 |
|
|
2024
Q2 | $764K | Sell |
6,819
-113
| -2% | -$12.7K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $853K | Sell |
6,932
-237
| -3% | -$29.2K | ﹤0.01% | 924 |
|
|
2023
Q4 | $900K | Buy |
7,169
+194
| +3% | +$24.4K | ﹤0.01% | 851 |
|
|
2023
Q3 | $714K | Sell |
6,975
-90
| -1% | -$9.21K | ﹤0.01% | 859 |
|
|
2023
Q2 | $686K | Sell |
7,065
-459
| -6% | -$44.6K | ﹤0.01% | 841 |
|
|
2023
Q1 | $598K | Sell |
7,524
-193
| -3% | -$15.3K | ﹤0.01% | 832 |
|
|
2022
Q4 | $612K | Buy |
7,717
+647
| +9% | +$51.3K | ﹤0.01% | 742 |
|
|
2022
Q3 | $510K | Buy |
7,070
+216
| +3% | +$15.6K | ﹤0.01% | 740 |
|
|
2022
Q2 | $467K | Sell |
6,854
-140
| -2% | -$9.54K | ﹤0.01% | 754 |
|
|
2022
Q1 | $540K | Buy |
6,994
+245
| +4% | +$18.9K | ﹤0.01% | 708 |
|
|
2021
Q4 | $621K | Buy |
+6,749
| New | +$621K | ﹤0.01% | 675 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | – | – | 3244 |
|
|
2018
Q4 | $0 | Sell |
15
-1,000
| -99% | – | ﹤0.01% | 2241 |
|
|
2018
Q3 | $36K | Buy |
1,015
+1,000
| +6,667% | +$35.5K | ﹤0.01% | 820 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1605 |
|
|
2018
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1539 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1401 |
|
|
2017
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1564 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1314 |
|
|
2017
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 1320 |
|