Corient Private Wealth’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 | $1.5M | Buy |
15,106
+7,338
| +94% | +$729K | ﹤0.01% | 1234 |
|
|
2025
Q1 | $832K | Sell |
7,768
-4,086
| -34% | -$437K | ﹤0.01% | 1355 |
|
|
2024
Q4 | $1.33M | Sell |
11,854
-1,455
| -11% | -$164K | ﹤0.01% | 1182 |
|
|
2024
Q3 | $1.75M | Sell |
13,309
-7,203
| -35% | -$945K | ﹤0.01% | 1135 |
|
|
2024
Q2 | $2.3M | Buy |
20,512
+3,578
| +21% | +$401K | ﹤0.01% | 965 |
|
|
2024
Q1 | $2.08M | Buy |
16,934
+102
| +0.6% | +$12.5K | ﹤0.01% | 997 |
|
|
2023
Q4 | $2.11M | Buy |
16,832
+3,525
| +26% | +$443K | ﹤0.01% | 979 |
|
|
2023
Q3 | $1.36M | Buy |
13,307
+6,698
| +101% | +$686K | ﹤0.01% | 1070 |
|
|
2023
Q2 | $641K | Buy |
6,609
+3,181
| +93% | +$309K | ﹤0.01% | 1328 |
|
|
2023
Q1 | $272K | Buy |
3,428
+428
| +14% | +$34K | ﹤0.01% | 1647 |
|
|
2022
Q4 | $238K | Buy |
+3,000
| New | +$238K | ﹤0.01% | 1423 |
|