Carson Wealth (CWM LLC)’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 | $971K | Sell |
10,543
-57
| -0.5% | -$5.76K | ﹤0.01% | 1556 |
|
|
2025
Q4 | $965K | Buy |
10,600
+3,608
| +52% | +$330K | ﹤0.01% | 1517 |
|
|
2025
Q3 | $654K | Buy |
6,992
+167
| +2% | +$16.9K | ﹤0.01% | 1644 |
|
|
2025
Q2 | $678K | Sell |
6,825
-266
| -4% | -$26.8K | ﹤0.01% | 1456 |
|
|
2025
Q1 | $759K | Buy |
7,091
+223
| +3% | +$24.9K | ﹤0.01% | 1293 |
|
|
2024
Q4 | $774K | Sell |
6,868
-7
| -0.1% | -$902 | ﹤0.01% | 1208 |
|
|
2024
Q3 | $902K | Buy |
6,875
+56
| +0.8% | +$6.76K | ﹤0.01% | 1099 |
|
|
2024
Q2 | $764K | Sell |
6,819
-113
| -2% | -$13.1K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $853K | Sell |
6,932
-237
| -3% | -$27.5K | ﹤0.01% | 925 |
|
|
2023
Q4 | $900K | Buy |
7,169
+194
| +3% | +$20.9K | ﹤0.01% | 852 |
|
|
2023
Q3 | $714K | Sell |
6,975
-90
| -1% | -$9.09K | ﹤0.01% | 860 |
|
|
2023
Q2 | $686K | Sell |
7,065
-459
| -6% | -$38.3K | ﹤0.01% | 842 |
|
|
2023
Q1 | $598K | Sell |
7,524
-193
| -3% | -$16.5K | ﹤0.01% | 834 |
|
|
2022
Q4 | $612K | Buy |
7,717
+647
| +9% | +$49.4K | ﹤0.01% | 744 |
|
|
2022
Q3 | $510K | Buy |
7,070
+216
| +3% | +$17.2K | ﹤0.01% | 742 |
|
|
2022
Q2 | $467K | Sell |
6,854
-140
| -2% | -$10.6K | ﹤0.01% | 756 |
|
|
2022
Q1 | $540K | Buy |
6,994
+245
| +4% | +$20.4K | ﹤0.01% | 710 |
|
|
2021
Q4 | $621K | Buy |
+6,749
| New | +$568K | ﹤0.01% | 677 |
|
|
2019
Q1 | – | Sell |
-15
| Closed | – | – | 3279 |
|
|
2018
Q4 | $0 | Sell |
15
-1,000
| -99% | -$28.7K | ﹤0.01% | 2248 |
|
|
2018
Q3 | $36K | Buy |
1,015
+1,000
| +6,667% | +$36.9K | ﹤0.01% | 822 |
|
|
2018
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 1609 |
|
|
2018
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 1540 |
|
|
2017
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 1402 |
|
|
2017
Q3 | $0 | Hold |
15
| – | – | ﹤0.01% | 1565 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 1315 |
|
|
2017
Q1 | $0 | Buy |
+15
| New | +$501 | ﹤0.01% | 1321 |
|
Other funds holding UFPI
VPM
VCM
WA
