Congress Wealth Management’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	$499K	Buy	+5,018	New	+$499K	﹤0.01%	927
2024 Q4	–	Sell	-4,315	Closed	-$566K	–	932
2024 Q3	$566K	Hold	4,315	–	–	0.01%	620
2024 Q2	$483K	Buy	+4,315	New	+$483K	0.01%	539