Charles Schwab’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.7M | Buy |
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|
2025
Q2 | $17.6M | Buy |
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|
2025
Q1 | $13.6M | Sell |
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|
2024
Q4 | $16.6M | Buy |
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|
2024
Q3 | $21.3M | Buy |
|
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|
2024
Q2 | $17M | Buy |
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|
2024
Q1 | $15.5M | Buy |
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|
2023
Q4 | $10.2M | Buy |
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|
2023
Q3 | $9.21M | Buy |
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|
2023
Q2 | $3.78M | Buy |
|
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|
2023
Q1 | $2.39M | Buy |
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|
2022
Q4 | $2.16M | Buy |
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|
2022
Q3 | $1.54M | Buy |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.32M | Buy |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.04M | Buy |
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|
2021
Q1 | $857K | Sell |
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|
2020
Q4 | $815K | Hold |
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|
2020
Q3 | $725K | Sell |
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|
2020
Q2 | $793K | Buy |
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|
2020
Q1 | $665K | Sell |
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|
2019
Q4 | $868K | Hold |
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|
2019
Q3 | $675K | Hold |
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|
2019
Q2 | $728K | Buy |
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|
2019
Q1 | $632K | Sell |
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|
2018
Q4 | $515K | Buy |
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|
2018
Q3 | $522K | Buy |
|
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|
2018
Q2 | $368K | Hold |
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|
2018
Q1 | $352K | Hold |
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|
2017
Q4 | $331K | Buy |
|
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|
2017
Q3 | $279K | Hold |
|
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $257K | Hold |
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|
2016
Q4 | $252K | Hold |
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|
2016
Q3 | $263K | Hold |
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|
2016
Q2 | $224K | Buy |
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