CAM
Crown Advisors Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,000
| Closed | -$1.01M | – | 45 |
|
|
2025
Q1 | $1.01M | Hold |
5,000
| – | – | 0.89% | 36 |
|
|
2024
Q4 | $1.22M | Hold |
5,000
| – | – | 0.78% | 37 |
|
|
2024
Q3 | $1.58M | Hold |
5,000
| – | – | 1.02% | 34 |
|
|
2024
Q2 | $1.32M | Hold |
5,000
| – | – | 0.85% | 36 |
|
|
2024
Q1 | $1.26M | Sell |
5,000
-25,000
| -83% | -$6.31M | 0.76% | 38 |
|
|
2023
Q4 | $5.16M | Hold |
30,000
| – | – | 3.54% | 8 |
|
|
2023
Q3 | $4.84M | Hold |
30,000
| – | – | 3.45% | 9 |
|
|
2023
Q2 | $5.82M | Buy |
30,000
+5,000
| +20% | +$969K | 3.79% | 5 |
|
|
2023
Q1 | $3.25M | Buy |
25,000
+10,000
| +67% | +$1.3M | 2.42% | 16 |
|
|
2022
Q4 | $1.77M | Buy |
+15,000
| New | +$1.77M | 1.61% | 28 |
|