Integrated Wealth Concepts’s UFP Industries UFPI Stock Holding History

Integrated Wealth Concepts’s Portfolio UFPI Stock Details UFPI Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$204K	Sell
2025 Q2	$289K	Sell
2025 Q1	$317K	Buy
2024 Q4	$308K	Buy
2024 Q3	$357K	Sell
2024 Q2	$319K	Buy
2024 Q1	$348K	Sell
2023 Q4	$391K	Buy