Geneos Wealth 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 | $32K | Buy |
322
+114
| +55% | +$11.3K | ﹤0.01% | 1803 |
|
|
2025
Q1 | $54.9K | Buy |
208
+156
| +300% | +$41.2K | ﹤0.01% | 1873 |
|
|
2024
Q4 | $5.86K | Buy |
52
+6
| +13% | +$676 | ﹤0.01% | 2275 |
|
|
2024
Q3 | $6.04K | Buy |
+46
| New | +$6.04K | ﹤0.01% | 2014 |
|
|
2022
Q2 | – | Sell |
-1,123
| Closed | -$86K | – | 2796 |
|
|
2022
Q1 | $86K | Sell |
1,123
-382
| -25% | -$29.3K | ﹤0.01% | 1145 |
|
|
2021
Q4 | $138K | Hold |
1,505
| – | – | 0.01% | 1048 |
|
|
2021
Q3 | $103K | Hold |
1,505
| – | – | ﹤0.01% | 1166 |
|
|
2021
Q2 | $110K | Hold |
1,505
| – | – | ﹤0.01% | 1129 |
|
|
2021
Q1 | $126K | Hold |
1,505
| – | – | ﹤0.01% | 1196 |
|
|
2020
Q4 | $110K | Buy |
+1,505
| New | +$110K | ﹤0.01% | 1107 |
|