DAS
Diversify Advisory Services’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Buy |
1,398
+287
| +26% | +$63.1K | 0.01% | 678 |
|
|
2025
Q1 | $235K | Buy |
1,111
+164
| +17% | +$34.7K | 0.01% | 571 |
|
|
2024
Q4 | $229K | Sell |
947
-90
| -9% | -$21.8K | 0.01% | 560 |
|
|
2024
Q3 | $287K | Sell |
1,037
-32
| -3% | -$8.85K | 0.02% | 511 |
|
|
2024
Q2 | $321K | Sell |
1,069
-644
| -38% | -$193K | 0.02% | 487 |
|
|
2024
Q1 | $430K | Buy |
+1,713
| New | +$430K | 0.03% | 455 |
|