Empirical Wealth Management’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 | $721K | Buy |
7,256
+690
| +11% | +$68.6K | 0.02% | 357 |
|
|
2025
Q1 | $703K | Sell |
6,566
-1,337
| -17% | -$143K | 0.02% | 348 |
|
|
2024
Q4 | $890K | Buy |
7,903
+1,074
| +16% | +$121K | 0.02% | 290 |
|
|
2024
Q3 | $896K | Buy |
6,829
+2,726
| +66% | +$358K | 0.03% | 283 |
|
|
2024
Q2 | $460K | Buy |
4,103
+1,460
| +55% | +$164K | 0.01% | 375 |
|
|
2024
Q1 | $325K | Buy |
2,643
+77
| +3% | +$9.47K | 0.01% | 422 |
|
|
2023
Q4 | $322K | Buy |
2,566
+119
| +5% | +$14.9K | 0.01% | 385 |
|
|
2023
Q3 | $251K | Buy |
+2,447
| New | +$251K | 0.01% | 404 |
|