EverSource Wealth Advisors’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Buy |
74
+66
| +825% | +$16.1K | ﹤0.01% | 2368 |
|
|
2025
Q1 | $1.61K | Sell |
8
-325
| -98% | -$65.6K | ﹤0.01% | 3020 |
|
|
2024
Q4 | $81.4K | Buy |
333
+66
| +25% | +$16.1K | ﹤0.01% | 975 |
|
|
2024
Q3 | $84.6K | Buy |
267
+66
| +33% | +$20.9K | 0.01% | 854 |
|
|
2024
Q2 | $64.6K | Buy |
201
+81
| +68% | +$26K | ﹤0.01% | 972 |
|
|
2024
Q1 | $24.7K | Buy |
120
+113
| +1,614% | +$23.3K | ﹤0.01% | 1264 |
|
|
2023
Q4 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 2339 |
|
|
2023
Q3 | $1.13K | Sell |
7
-1
| -13% | -$161 | ﹤0.01% | 2161 |
|
|
2023
Q2 | $1.55K | Hold |
8
| – | – | ﹤0.01% | 2097 |
|
|
2023
Q1 | $1.04K | Hold |
8
| – | – | ﹤0.01% | 2103 |
|
|
2022
Q4 | $943 | Sell |
8
-4
| -33% | -$472 | ﹤0.01% | 2110 |
|
|
2022
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 1909 |
|