Concord Wealth Partners’s UFP Industries UFPI Stock Holding History

Concord Wealth Partners’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.9K	Hold
2025 Q1	$21.4K	Buy
2024 Q4	$11.7K	Hold
2024 Q3	$13.6K	Buy
2024 Q2	$11.2K	Buy
2023 Q1	–	Sell
2022 Q4	$872	Buy