CBIZ Investment Advisory Services’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 | $18.3K | Buy |
184
+2
| +1% | +$199 | ﹤0.01% | 277 |
|
|
2025
Q1 | $19.5K | Sell |
182
-2
| -1% | -$214 | ﹤0.01% | 237 |
|
|
2024
Q4 | $20.7K | Buy |
184
+51
| +38% | +$5.73K | ﹤0.01% | 211 |
|
|
2024
Q3 | $17.5K | Buy |
133
+9
| +7% | +$1.19K | ﹤0.01% | 212 |
|
|
2024
Q2 | $13.9K | Hold |
124
| – | – | ﹤0.01% | 221 |
|
|
2024
Q1 | $15.3K | Buy |
+124
| New | +$15.3K | ﹤0.01% | 220 |
|