Edgestream Partners’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.91M | Buy |
+39,321
| New | +$3.91M | 0.11% | 357 |
|
|
2025
Q1 | – | Sell |
-19,492
| Closed | -$2.2M | – | 1084 |
|
|
2024
Q4 | $2.2M | Buy |
19,492
+12,044
| +162% | +$1.36M | 0.09% | 383 |
|
|
2024
Q3 | $977K | Sell |
7,448
-9,848
| -57% | -$1.29M | 0.04% | 571 |
|
|
2024
Q2 | $1.94M | Sell |
17,296
-19,312
| -53% | -$2.16M | 0.09% | 347 |
|
|
2024
Q1 | $4.5M | Buy |
36,608
+28,870
| +373% | +$3.55M | 0.22% | 139 |
|
|
2023
Q4 | $972K | Sell |
7,738
-3,381
| -30% | -$424K | 0.07% | 449 |
|
|
2023
Q3 | $1.14M | Sell |
11,119
-6,826
| -38% | -$699K | 0.09% | 358 |
|
|
2023
Q2 | $1.74M | Buy |
+17,945
| New | +$1.74M | 0.16% | 220 |
|