Ellevest Inc’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 | – | Sell |
-2,703
| Closed | -$289K | – | 439 |
|
|
2025
Q1 | $289K | Buy |
+2,703
| New | +$289K | 0.02% | 300 |
|
|
2024
Q4 | – | Sell |
-2,523
| Closed | -$331K | – | 459 |
|
|
2024
Q3 | $331K | Sell |
2,523
-173
| -6% | -$22.7K | 0.02% | 306 |
|
|
2024
Q2 | $302K | Buy |
2,696
+177
| +7% | +$19.8K | 0.02% | 312 |
|
|
2024
Q1 | $310K | Buy |
2,519
+224
| +10% | +$27.6K | 0.02% | 304 |
|
|
2023
Q4 | $288K | Buy |
+2,295
| New | +$288K | 0.02% | 301 |
|
|
2023
Q2 | – | Sell |
-1,980
| Closed | -$157K | – | 1562 |
|
|
2023
Q1 | $157K | Buy |
1,980
+825
| +71% | +$65.6K | 0.01% | 361 |
|
|
2022
Q4 | $91.5K | Sell |
1,155
-143
| -11% | -$11.3K | 0.01% | 463 |
|
|
2022
Q3 | $94K | Buy |
1,298
+400
| +45% | +$29K | 0.01% | 431 |
|
|
2022
Q2 | $61K | Sell |
898
-957
| -52% | -$65K | 0.01% | 522 |
|
|
2022
Q1 | $143K | Buy |
1,855
+1,503
| +427% | +$116K | 0.01% | 362 |
|
|
2021
Q4 | $32K | Buy |
+352
| New | +$32K | ﹤0.01% | 620 |
|