Forum Financial Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $292K | Buy |
2,939
+78
| +3% | +$7.75K | ﹤0.01% | 684 |
|
|
2025
Q1 | $306K | Buy |
2,861
+4
| +0.1% | +$428 | 0.01% | 578 |
|
|
2024
Q4 | $322K | Buy |
2,857
+467
| +20% | +$52.6K | 0.01% | 574 |
|
|
2024
Q3 | $314K | Buy |
2,390
+1
| +0% | +$131 | 0.01% | 492 |
|
|
2024
Q2 | $268K | Buy |
2,389
+3
| +0.1% | +$336 | ﹤0.01% | 526 |
|
|
2024
Q1 | $294K | Hold |
2,386
| – | – | 0.01% | 512 |
|
|
2023
Q4 | $300K | Buy |
+2,386
| New | +$300K | 0.01% | 453 |
|