CWP
Curated Wealth Partners’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Buy |
5,051
+135
| +3% | +$13.4K | 0.06% | 95 |
|
|
2025
Q1 | $526K | Buy |
4,916
+1,293
| +36% | +$138K | 0.07% | 85 |
|
|
2024
Q4 | $408K | Hold |
3,623
| – | – | 0.05% | 99 |
|
|
2024
Q3 | $475K | Hold |
3,623
| – | – | 0.06% | 83 |
|
|
2024
Q2 | $406K | Buy |
+3,623
| New | +$406K | 0.06% | 90 |
|
|
2024
Q1 | – | Sell |
-4,804
| Closed | -$603K | – | 134 |
|
|
2023
Q4 | $603K | Buy |
+4,804
| New | +$603K | 0.1% | 80 |
|