Commonwealth Equity Services’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 | $299K | Buy |
3,247
+50
| +2% | +$5.05K | ﹤0.01% | 3651 |
|
|
2025
Q4 | $291K | Buy |
3,197
+92
| +3% | +$8.42K | ﹤0.01% | 3679 |
|
|
2025
Q3 | $290K | Buy |
3,105
+300
| +11% | +$30.3K | ﹤0.01% | 3680 |
|
|
2025
Q2 | $279K | Sell |
2,805
-180
| -6% | -$18.2K | ﹤0.01% | 3663 |
|
|
2025
Q1 | $319K | Sell |
2,985
-279
| -9% | -$31.1K | ﹤0.01% | 3441 |
|
|
2024
Q4 | $368K | Sell |
3,264
-981
| -23% | -$126K | ﹤0.01% | 3230 |
|
|
2024
Q3 | $557K | Sell |
4,245
-1,791
| -30% | -$216K | ﹤0.01% | 2810 |
|
|
2024
Q2 | $676K | Sell |
6,036
-583
| -9% | -$67.8K | ﹤0.01% | 2593 |
|
|
2024
Q1 | $814K | Sell |
6,619
-1,528
| -19% | -$178K | ﹤0.01% | 2402 |
|
|
2023
Q4 | $1.02M | Sell |
8,147
-3,895
| -32% | -$421K | ﹤0.01% | 2161 |
|
|
2023
Q3 | $1.23M | Buy |
12,042
+1,554
| +15% | +$157K | ﹤0.01% | 1926 |
|
|
2023
Q2 | $1.02M | Buy |
10,488
+7,012
| +202% | +$585K | ﹤0.01% | 2080 |
|
|
2023
Q1 | $276 | Sell |
3,476
-187
| -5% | -$16K | ﹤0.01% | 3033 |
|
|
2022
Q4 | $290K | Sell |
3,663
-44
| -1% | -$3.36K | ﹤0.01% | 2893 |
|
|
2022
Q3 | $267K | Sell |
3,707
-44
| -1% | -$3.5K | ﹤0.01% | 2921 |
|
|
2022
Q2 | $255K | Sell |
3,751
-4,009
| -52% | -$302K | ﹤0.01% | 2984 |
|
|
2022
Q1 | $598K | Buy |
7,760
+4,538
| +141% | +$379K | ﹤0.01% | 2381 |
|
|
2021
Q4 | $296K | Sell |
3,222
-104
| -3% | -$8.75K | ﹤0.01% | 2984 |
|
|
2021
Q3 | $226K | Sell |
3,326
-319
| -9% | -$23.2K | ﹤0.01% | 3169 |
|
|
2021
Q2 | $270K | Buy |
3,645
+2
| +0.1% | +$158 | ﹤0.01% | 3006 |
|
|
2021
Q1 | $276K | Buy |
+3,643
| New | +$228K | ﹤0.01% | 2849 |
|
|
2014
Q1 | – | Sell |
-19,497
| Closed | -$339K | – | 2049 |
|
|
2013
Q4 | $339K | Buy |
+19,497
| New | +$321K | ﹤0.01% | 1363 |
|
Other funds holding UFPI
VPM
VCM
WA
