Envestnet Asset Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
86,560
+11,366
| +15% | +$2.78M | 0.01% | 1221 |
|
|
2025
Q1 | $15.2M | Buy |
75,194
+54,382
| +261% | +$11M | ﹤0.01% | 1385 |
|
|
2024
Q4 | $5.09M | Buy |
20,812
+7,865
| +61% | +$1.92M | ﹤0.01% | 2089 |
|
|
2024
Q3 | $4.1M | Buy |
12,947
+546
| +4% | +$173K | ﹤0.01% | 2235 |
|
|
2024
Q2 | $3.27M | Buy |
12,401
+6,027
| +95% | +$1.59M | ﹤0.01% | 2307 |
|
|
2024
Q1 | $1.61M | Sell |
6,374
-781
| -11% | -$197K | ﹤0.01% | 2712 |
|
|
2023
Q4 | $1.23M | Buy |
7,155
+1,870
| +35% | +$322K | ﹤0.01% | 2788 |
|
|
2023
Q3 | $853K | Buy |
5,285
+3,438
| +186% | +$555K | ﹤0.01% | 2922 |
|
|
2023
Q2 | $358K | Buy |
+1,847
| New | +$358K | ﹤0.01% | 3393 |
|
|
2018
Q3 | – | Sell |
-340
| Closed | -$10K | – | 2542 |
|
|
2018
Q2 | $10K | Hold |
340
| – | – | ﹤0.01% | 2542 |
|
|
2018
Q1 | $10K | Buy |
340
+235
| +224% | +$6.91K | ﹤0.01% | 2499 |
|
|
2017
Q4 | $3K | Sell |
105
-22
| -17% | -$629 | ﹤0.01% | 2802 |
|
|
2017
Q3 | $4K | Sell |
127
-2
| -2% | -$63 | ﹤0.01% | 2743 |
|
|
2017
Q2 | $4K | Buy |
+129
| New | +$4K | ﹤0.01% | 2881 |
|