EverSource Wealth Advisors’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	$39K	Sell	423 -18	-4%	-$1.82K	﹤0.01%	2076
2025 Q4	$40.2K	Sell	441 -49	-10%	-$4.49K	﹤0.01%	1901
2025 Q3	$45.8K	Sell	490 -54	-10%	-$5.45K	﹤0.01%	1773
2025 Q2	$54.1K	Buy	544 +259	+91%	+$26.1K	﹤0.01%	1568
2025 Q1	$30.5K	Buy	285 +4	+1%	+$446	﹤0.01%	1470
2024 Q4	$31.7K	Sell	281 -46	-14%	-$5.93K	﹤0.01%	1389
2024 Q3	$42.9K	Buy	327 +16	+5%	+$1.93K	﹤0.01%	1131
2024 Q2	$41K	Buy	311 +26	+9%	+$3.02K	﹤0.01%	1179
2024 Q1	$32.1K	Buy	285 +12	+4%	+$1.39K	﹤0.01%	1162
2023 Q4	$34.3K	Buy	273 +46	+20%	+$4.97K	﹤0.01%	1041
2023 Q3	$23.2K	Sell	227 -31	-12%	-$3.13K	﹤0.01%	1071
2023 Q2	$25K	Buy	258 +38	+17%	+$3.17K	﹤0.01%	1062
2023 Q1	$17.5K	Sell	220 -46	-17%	-$3.94K	﹤0.01%	1130
2022 Q4	$21.1K	Sell	266 -2	-0.7%	-$153	﹤0.01%	1052
2022 Q3	$20K	Sell	268 -849	-76%	-$67.5K	﹤0.01%	912
2022 Q2	$76K	Buy	1,117 +862	+338%	+$65K	0.02%	462
2022 Q1	$20K	Hold	255	–	–	0.01%	707
2021 Q4	$23K	Buy	+255	New	+$21.4K	0.01%	634