Confluence Investment Management’s UFP Technologies UFPT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.45M Sell
10,024
-701
-7% -$171K 0.03% 158
2025
Q1
$2.16M Sell
10,725
-496
-4% -$100K 0.03% 173
2024
Q4
$2.74M Sell
11,221
-27
-0.2% -$6.6K 0.04% 162
2024
Q3
$3.56M Sell
11,248
-6,214
-36% -$1.97M 0.05% 155
2024
Q2
$4.61M Sell
17,462
-1,562
-8% -$412K 0.07% 136
2024
Q1
$4.8M Sell
19,024
-2,833
-13% -$714K 0.06% 134
2023
Q4
$3.76M Buy
21,857
+13,764
+170% +$2.37M 0.05% 155
2023
Q3
$1.31M Buy
+8,093
New +$1.31M 0.02% 177