Evergreen Capital Management’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$279K	Buy	3,024 +191	+7%	+$19.3K	0.01%	1175
2025 Q4	$258K	Sell	2,833 -480	-14%	-$43.9K	0.01%	1131
2025 Q3	$310K	Buy	3,313 +642	+24%	+$64.8K	0.01%	947
2025 Q2	$265K	Sell	2,671 -614	-19%	-$62K	0.01%	860
2025 Q1	$352K	Buy	3,285 +220	+7%	+$24.5K	0.01%	667
2024 Q4	$345K	Buy	3,065 +18	+0.6%	+$2.32K	0.01%	669
2024 Q3	$400K	Sell	3,047 -24	-0.8%	-$2.9K	0.01%	594
2024 Q2	$344K	Buy	3,071 +48	+2%	+$5.58K	0.01%	605
2024 Q1	$372K	Buy	3,023 +127	+4%	+$14.8K	0.01%	552
2023 Q4	$364K	Sell	2,896 -10	-0.3%	-$1.08K	0.01%	518
2023 Q3	$298K	Sell	2,906 -76	-3%	-$7.68K	0.01%	550
2023 Q2	$289K	Sell	2,982 -312	-9%	-$26K	0.01%	571
2023 Q1	$262K	Sell	3,294 -516	-14%	-$44.2K	0.01%	556
2022 Q4	$302K	Buy	3,810 +881	+30%	+$67.3K	0.01%	483
2022 Q3	$211K	Buy	+2,929	New	+$233K	0.01%	544
2022 Q2	–	Sell	-3,967	Closed	-$306K	–	687
2022 Q1	$306K	Buy	3,967 +643	+19%	+$53.6K	0.01%	476
2021 Q4	$306K	Buy	3,324 +219	+7%	+$18.4K	0.01%	473
2021 Q3	$211K	Buy	+3,105	New	+$226K	0.01%	531