Diversify Wealth Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $884K | Buy |
4,024
+727
| +22% | +$160K | 0.05% | 291 |
|
|
2025
Q1 | $698K | Buy |
3,297
+271
| +9% | +$57.3K | 0.05% | 290 |
|
|
2024
Q4 | $732K | Buy |
3,026
+716
| +31% | +$173K | 0.06% | 271 |
|
|
2024
Q3 | $646K | Buy |
2,310
+241
| +12% | +$67.4K | 0.06% | 257 |
|
|
2024
Q2 | $620K | Buy |
+2,069
| New | +$620K | 0.08% | 229 |
|