Congress Wealth Management’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Buy |
46,147
+1,887
| +4% | +$461K | 0.11% | 225 |
|
|
2025
Q1 | $8.93M | Buy |
44,260
+3,730
| +9% | +$752K | 0.11% | 228 |
|
|
2024
Q4 | $9.91M | Buy |
40,530
+578
| +1% | +$141K | 0.14% | 203 |
|
|
2024
Q3 | $12.7M | Sell |
39,952
-1,528
| -4% | -$484K | 0.17% | 180 |
|
|
2024
Q2 | $10.9M | Buy |
41,480
+6,808
| +20% | +$1.8M | 0.17% | 163 |
|
|
2024
Q1 | $8.74M | Buy |
34,672
+23,895
| +222% | +$6.03M | 0.15% | 181 |
|
|
2023
Q4 | $1.85M | Buy |
10,777
+248
| +2% | +$42.7K | 0.03% | 322 |
|
|
2023
Q3 | $1.7M | Buy |
10,529
+943
| +10% | +$152K | 0.04% | 319 |
|
|
2023
Q2 | $1.86M | Buy |
+9,586
| New | +$1.86M | 0.04% | 274 |
|