Creative Planning’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 | $279K | Sell |
1,143
-482
| -30% | -$118K | ﹤0.01% | 2949 |
|
|
2025
Q1 | $328K | Buy |
1,625
+1,611
| +11,507% | +$325K | ﹤0.01% | 2663 |
|
|
2024
Q4 | $3.42K | Sell |
14
-716
| -98% | -$175K | ﹤0.01% | 3409 |
|
|
2024
Q3 | $231K | Buy |
+730
| New | +$231K | ﹤0.01% | 2728 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$14K | – | 3495 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 3383 |
|
|
2017
Q1 | $13K | Sell |
500
-1,100
| -69% | -$28.6K | ﹤0.01% | 3402 |
|
|
2016
Q4 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2535 |
|
|
2016
Q3 | $42K | Buy |
+1,600
| New | +$42K | ﹤0.01% | 2487 |
|