HNWA
Henrickson Nauta Wealth Advisors’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
188,349
-45,121
| -19% | -$4.48M | 6.48% | 4 |
|
|
2025
Q1 | $24.7M | Buy |
233,470
+16,056
| +7% | +$1.7M | 10.11% | 2 |
|
|
2024
Q4 | $24.5M | Sell |
217,414
-23,561
| -10% | -$2.65M | 9.95% | 2 |
|
|
2024
Q3 | $31.6M | Sell |
240,975
-8,146
| -3% | -$1.07M | 12.55% | 2 |
|
|
2024
Q2 | $27.9M | Sell |
249,121
-3,772
| -1% | -$422K | 11.91% | 2 |
|
|
2024
Q1 | $29M | Buy |
252,893
+114,166
| +82% | +$13.1M | 12.8% | 2 |
|
|
2023
Q4 | $17.4M | Sell |
138,727
-2,216
| -2% | -$278K | 8.54% | 2 |
|
|
2023
Q3 | $14.4M | Buy |
140,943
+122,484
| +664% | +$12.5M | 8.82% | 2 |
|
|
2023
Q2 | $1.79M | Sell |
18,459
-45,684
| -71% | -$4.43M | 1.22% | 14 |
|
|
2023
Q1 | $5.1M | Buy |
64,143
+45,316
| +241% | +$3.6M | 3.67% | 10 |
|
|
2022
Q4 | $1.49M | Sell |
18,827
-2,500
| -12% | -$198K | 1.18% | 13 |
|
|
2022
Q3 | $1.54M | Sell |
21,327
-39,075
| -65% | -$2.82M | 1.47% | 11 |
|
|
2022
Q2 | $4.12M | Hold |
60,402
| – | – | 3.76% | 9 |
|
|
2022
Q1 | $4.66M | Buy |
60,402
+41,249
| +215% | +$3.18M | 3.88% | 9 |
|
|
2021
Q4 | $1.59M | Buy |
+19,153
| New | +$1.59M | 1.29% | 10 |
|