Integrated Wealth Concepts’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 | $289K | Sell |
2,905
-54
| -2% | -$5.37K | ﹤0.01% | 1567 |
|
|
2025
Q1 | $317K | Buy |
2,959
+221
| +8% | +$23.7K | ﹤0.01% | 1384 |
|
|
2024
Q4 | $308K | Buy |
2,738
+15
| +0.6% | +$1.69K | ﹤0.01% | 1345 |
|
|
2024
Q3 | $357K | Sell |
2,723
-128
| -4% | -$16.8K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $319K | Buy |
2,851
+18
| +0.6% | +$2.02K | ﹤0.01% | 1285 |
|
|
2024
Q1 | $348K | Sell |
2,833
-283
| -9% | -$34.8K | 0.01% | 1236 |
|
|
2023
Q4 | $391K | Buy |
+3,116
| New | +$391K | 0.01% | 1111 |
|