EverSource Wealth Advisors’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54.1K | Buy |
544
+259
| +91% | +$25.7K | ﹤0.01% | 1561 |
|
|
2025
Q1 | $30.5K | Buy |
285
+4
| +1% | +$428 | ﹤0.01% | 1468 |
|
|
2024
Q4 | $31.7K | Sell |
281
-46
| -14% | -$5.18K | ﹤0.01% | 1389 |
|
|
2024
Q3 | $42.9K | Buy |
327
+16
| +5% | +$2.1K | ﹤0.01% | 1131 |
|
|
2024
Q2 | $41K | Buy |
311
+26
| +9% | +$3.43K | ﹤0.01% | 1179 |
|
|
2024
Q1 | $32.1K | Buy |
285
+12
| +4% | +$1.35K | ﹤0.01% | 1162 |
|
|
2023
Q4 | $34.3K | Buy |
273
+46
| +20% | +$5.78K | ﹤0.01% | 1041 |
|
|
2023
Q3 | $23.2K | Sell |
227
-31
| -12% | -$3.17K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $25K | Buy |
258
+38
| +17% | +$3.69K | ﹤0.01% | 1062 |
|
|
2023
Q1 | $17.5K | Sell |
220
-46
| -17% | -$3.66K | ﹤0.01% | 1129 |
|
|
2022
Q4 | $21.1K | Sell |
266
-2
| -0.7% | -$159 | ﹤0.01% | 1052 |
|
|
2022
Q3 | $20K | Sell |
268
-849
| -76% | -$63.4K | ﹤0.01% | 912 |
|
|
2022
Q2 | $76K | Buy |
1,117
+862
| +338% | +$58.7K | 0.02% | 462 |
|
|
2022
Q1 | $20K | Hold |
255
| – | – | 0.01% | 707 |
|
|
2021
Q4 | $23K | Buy |
+255
| New | +$23K | 0.01% | 634 |
|