Charles Schwab’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 | $78.6M | Buy |
790,648
+20,387
| +3% | +$2.03M | 0.01% | 803 |
|
|
2025
Q1 | $82.4M | Sell |
770,261
-1,740
| -0.2% | -$186K | 0.02% | 750 |
|
|
2024
Q4 | $87M | Buy |
772,001
+2,160
| +0.3% | +$243K | 0.02% | 744 |
|
|
2024
Q3 | $101M | Buy |
769,841
+4,006
| +0.5% | +$526K | 0.02% | 644 |
|
|
2024
Q2 | $85.8M | Buy |
765,835
+4,688
| +0.6% | +$525K | 0.02% | 719 |
|
|
2024
Q1 | $93.6M | Buy |
761,147
+7,588
| +1% | +$933K | 0.02% | 634 |
|
|
2023
Q4 | $94.6M | Buy |
753,559
+4,300
| +0.6% | +$540K | 0.02% | 583 |
|
|
2023
Q3 | $76.7M | Buy |
749,259
+179,323
| +31% | +$18.4M | 0.02% | 628 |
|
|
2023
Q2 | $55.3M | Buy |
569,936
+8,827
| +2% | +$857K | 0.02% | 804 |
|
|
2023
Q1 | $44.6M | Sell |
561,109
-9,262
| -2% | -$736K | 0.01% | 915 |
|
|
2022
Q4 | $45.2M | Buy |
570,371
+6,049
| +1% | +$479K | 0.01% | 891 |
|
|
2022
Q3 | $40.7M | Buy |
564,322
+25,517
| +5% | +$1.84M | 0.01% | 882 |
|
|
2022
Q2 | $36.7M | Sell |
538,805
-5,131
| -0.9% | -$350K | 0.01% | 963 |
|
|
2022
Q1 | $42M | Buy |
543,936
+59,656
| +12% | +$4.6M | 0.01% | 991 |
|
|
2021
Q4 | $44.6M | Buy |
484,280
+10,845
| +2% | +$998K | 0.01% | 977 |
|
|
2021
Q3 | $32.2M | Buy |
473,435
+6,169
| +1% | +$419K | 0.01% | 1173 |
|
|
2021
Q2 | $34.7M | Buy |
467,266
+10,733
| +2% | +$798K | 0.01% | 1133 |
|
|
2021
Q1 | $34.6M | Sell |
456,533
-19,995
| -4% | -$1.52M | 0.01% | 1088 |
|
|
2020
Q4 | $26.5M | Sell |
476,528
-28
| -0% | -$1.56K | 0.01% | 1194 |
|
|
2020
Q3 | $26.9M | Sell |
476,556
-11,236
| -2% | -$635K | 0.01% | 1011 |
|
|
2020
Q2 | $24.2M | Buy |
487,792
+26,255
| +6% | +$1.3M | 0.01% | 1040 |
|
|
2020
Q1 | $17.2M | Sell |
461,537
-263,431
| -36% | -$9.8M | 0.01% | 1112 |
|
|
2019
Q4 | $34.6M | Sell |
724,968
-16,316
| -2% | -$778K | 0.02% | 852 |
|
|
2019
Q3 | $29.6M | Buy |
741,284
+43,315
| +6% | +$1.73M | 0.02% | 898 |
|
|
2019
Q2 | $26.6M | Sell |
697,969
-3,543
| -0.5% | -$135K | 0.02% | 950 |
|
|
2019
Q1 | $21M | Buy |
701,512
+61,566
| +10% | +$1.84M | 0.01% | 1070 |
|
|
2018
Q4 | $16.6M | Buy |
639,946
+25,757
| +4% | +$669K | 0.01% | 1112 |
|
|
2018
Q3 | $21.7M | Buy |
614,189
+26,544
| +5% | +$938K | 0.01% | 1090 |
|
|
2018
Q2 | $21.5M | Buy |
587,645
+39,995
| +7% | +$1.46M | 0.02% | 1026 |
|
|
2018
Q1 | $17.8M | Buy |
547,650
+28,337
| +5% | +$920K | 0.01% | 1090 |
|
|
2017
Q4 | $19.5M | Buy |
519,313
+21,856
| +4% | +$822K | 0.02% | 998 |
|
|
2017
Q3 | $16.3M | Buy |
497,457
+69,384
| +16% | +$2.27M | 0.01% | 1077 |
|
|
2017
Q2 | $12.5M | Sell |
428,073
-32,985
| -7% | -$960K | 0.01% | 1199 |
|
|
2017
Q1 | $15.1M | Buy |
461,058
+93,087
| +25% | +$3.06M | 0.02% | 1013 |
|
|
2016
Q4 | $12.5M | Buy |
367,971
+3,537
| +1% | +$120K | 0.01% | 1092 |
|
|
2016
Q3 | $12M | Buy |
364,434
+18,240
| +5% | +$599K | 0.01% | 1031 |
|
|
2016
Q2 | $10.7M | Buy |
346,194
+66
| +0% | +$2.04K | 0.01% | 1018 |
|
|
2016
Q1 | $9.9M | Sell |
346,128
-1,647
| -0.5% | -$47.1K | 0.01% | 1059 |
|
|
2015
Q4 | $7.93M | Sell |
347,775
-5,796
| -2% | -$132K | 0.01% | 1174 |
|
|
2015
Q3 | $6.8M | Buy |
353,571
+1,785
| +0.5% | +$34.3K | 0.01% | 1253 |
|
|
2015
Q2 | $6.1M | Buy |
351,786
+27,612
| +9% | +$479K | 0.01% | 1422 |
|
|
2015
Q1 | $6M | Buy |
324,174
+35,826
| +12% | +$663K | 0.01% | 1383 |
|
|
2014
Q4 | $5.11M | Sell |
288,348
-9,537
| -3% | -$169K | 0.01% | 1425 |
|
|
2014
Q3 | $4.24M | Buy |
297,885
+10,977
| +4% | +$156K | 0.01% | 1507 |
|
|
2014
Q2 | $4.62M | Buy |
286,908
+5,076
| +2% | +$81.7K | 0.01% | 1468 |
|
|
2014
Q1 | $5.2M | Buy |
281,832
+29,154
| +12% | +$538K | 0.01% | 1304 |
|
|
2013
Q4 | $4.39M | Buy |
252,678
+13,938
| +6% | +$242K | 0.01% | 1374 |
|
|
2013
Q3 | $3.4M | Buy |
238,740
+10,398
| +5% | +$148K | 0.01% | 1485 |
|
|
2013
Q2 | $3.08M | Buy |
+228,342
| New | +$3.08M | 0.01% | 1440 |
|