Concord Wealth 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 | $19.9K | Hold |
200
| – | – | ﹤0.01% | 461 |
|
|
2025
Q1 | $21.4K | Buy |
200
+96
| +92% | +$10.3K | ﹤0.01% | 428 |
|
|
2024
Q4 | $11.7K | Hold |
104
| – | – | ﹤0.01% | 511 |
|
|
2024
Q3 | $13.6K | Buy |
104
+4
| +4% | +$525 | ﹤0.01% | 522 |
|
|
2024
Q2 | $11.2K | Buy |
+100
| New | +$11.2K | ﹤0.01% | 496 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$872 | – | 1227 |
|
|
2022
Q4 | $872 | Buy |
+11
| New | +$872 | ﹤0.01% | 1090 |
|