Cerity Partners’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 | $530K | Sell |
5,333
-1,133
| -18% | -$113K | ﹤0.01% | 1824 |
|
|
2025
Q1 | $692K | Buy |
6,466
+1,503
| +30% | +$161K | ﹤0.01% | 1588 |
|
|
2024
Q4 | $649K | Sell |
4,963
-1,369
| -22% | -$179K | ﹤0.01% | 1619 |
|
|
2024
Q3 | $831K | Buy |
6,332
+4,179
| +194% | +$548K | ﹤0.01% | 1493 |
|
|
2024
Q2 | $241K | Sell |
2,153
-3,821
| -64% | -$428K | ﹤0.01% | 1928 |
|
|
2024
Q1 | $735K | Buy |
+5,974
| New | +$735K | ﹤0.01% | 1420 |
|