IIM
Ironwood Investment Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Sell |
14,944
-669
| -4% | -$66.5K | 0.72% | 43 |
|
|
2025
Q1 | $1.67M | Sell |
15,613
-62
| -0.4% | -$6.64K | 0.91% | 31 |
|
|
2024
Q4 | $1.77M | Buy |
15,675
+155
| +1% | +$17.5K | 0.88% | 28 |
|
|
2024
Q3 | $2.04M | Buy |
15,520
+156
| +1% | +$20.5K | 0.99% | 26 |
|
|
2024
Q2 | $1.72M | Buy |
15,364
+65
| +0.4% | +$7.28K | 0.92% | 30 |
|
|
2024
Q1 | $1.88M | Sell |
15,299
-35
| -0.2% | -$4.31K | 0.92% | 34 |
|
|
2023
Q4 | $1.93M | Sell |
15,334
-275
| -2% | -$34.5K | 1.01% | 29 |
|
|
2023
Q3 | $1.6M | Sell |
15,609
-541
| -3% | -$55.4K | 0.98% | 31 |
|
|
2023
Q2 | $1.57M | Sell |
16,150
-407
| -2% | -$39.5K | 0.9% | 33 |
|
|
2023
Q1 | $1.32M | Buy |
16,557
+60
| +0.4% | +$4.77K | 0.82% | 41 |
|
|
2022
Q4 | $1.31M | Sell |
16,497
-584
| -3% | -$46.3K | 0.86% | 37 |
|
|
2022
Q3 | $1.23M | Buy |
17,081
+44
| +0.3% | +$3.18K | 0.86% | 39 |
|
|
2022
Q2 | $1.16M | Buy |
17,037
+17
| +0.1% | +$1.16K | 0.78% | 44 |
|
|
2022
Q1 | $1.31M | Buy |
17,020
+176
| +1% | +$13.6K | 0.71% | 43 |
|
|
2021
Q4 | $1.55M | Buy |
16,844
+437
| +3% | +$40.2K | 0.77% | 40 |
|
|
2021
Q3 | $1.12M | Buy |
16,407
+16
| +0.1% | +$1.09K | 0.58% | 54 |
|
|
2021
Q2 | $1.22M | Sell |
16,391
-358
| -2% | -$26.6K | 0.62% | 58 |
|
|
2021
Q1 | $1.27M | Buy |
16,749
+141
| +0.8% | +$10.7K | 0.67% | 48 |
|
|
2020
Q4 | $923K | Sell |
16,608
-489
| -3% | -$27.2K | 0.54% | 64 |
|
|
2020
Q3 | $966K | Sell |
17,097
-35
| -0.2% | -$1.98K | 0.69% | 42 |
|
|
2020
Q2 | $848K | Sell |
17,132
-97
| -0.6% | -$4.8K | 0.66% | 54 |
|
|
2020
Q1 | $641K | Sell |
17,229
-2,667
| -13% | -$99.2K | 0.64% | 55 |
|
|
2019
Q4 | $949K | Sell |
19,896
-1,320
| -6% | -$63K | 0.66% | 46 |
|
|
2019
Q3 | $846K | Sell |
21,216
-76
| -0.4% | -$3.03K | 0.63% | 52 |
|
|
2019
Q2 | $810K | Sell |
21,292
-13
| -0.1% | -$495 | 0.63% | 57 |
|
|
2019
Q1 | $637K | Sell |
21,305
-406
| -2% | -$12.1K | 0.52% | 71 |
|
|
2018
Q4 | $564K | Sell |
21,711
-375
| -2% | -$9.74K | 0.52% | 73 |
|
|
2018
Q3 | $780K | Sell |
22,086
-1
| -0% | -$35 | 0.54% | 62 |
|
|
2018
Q2 | $809K | Sell |
22,087
-235
| -1% | -$8.61K | 0.57% | 60 |
|
|
2018
Q1 | $724K | Sell |
22,322
-386
| -2% | -$12.5K | 0.53% | 70 |
|
|
2017
Q4 | $854K | Buy |
22,708
+15,151
| +200% | +$570K | 0.61% | 54 |
|
|
2017
Q3 | $742K | Buy |
7,557
+3,417
| +83% | +$336K | 0.52% | 73 |
|
|
2017
Q2 | $361K | Sell |
4,140
-262
| -6% | -$22.8K | 0.26% | 123 |
|
|
2017
Q1 | $434K | Sell |
4,402
-337
| -7% | -$33.2K | 0.32% | 113 |
|
|
2016
Q4 | $484K | Sell |
4,739
-509
| -10% | -$52K | 0.35% | 106 |
|
|
2016
Q3 | $517K | Sell |
5,248
-1,109
| -17% | -$109K | 0.4% | 102 |
|
|
2016
Q2 | $589K | Sell |
6,357
-2,206
| -26% | -$204K | 0.44% | 92 |
|
|
2016
Q1 | $735K | Sell |
8,563
-10,858
| -56% | -$932K | 0.48% | 86 |
|
|
2015
Q4 | $1.33M | Sell |
19,421
-4,634
| -19% | -$317K | 0.55% | 71 |
|
|
2015
Q3 | $1.39M | Sell |
24,055
-12,349
| -34% | -$712K | 0.51% | 70 |
|
|
2015
Q2 | $1.89M | Sell |
36,404
-9,565
| -21% | -$498K | 0.44% | 76 |
|
|
2015
Q1 | $2.55M | Sell |
45,969
-3,380
| -7% | -$187K | 0.47% | 75 |
|
|
2014
Q4 | $2.63M | Sell |
49,349
-2,685
| -5% | -$143K | 0.48% | 73 |
|
|
2014
Q3 | $2.22M | Sell |
52,034
-4,446
| -8% | -$190K | 0.4% | 77 |
|
|
2014
Q2 | $2.73M | Sell |
56,480
-7,620
| -12% | -$368K | 0.43% | 78 |
|
|
2014
Q1 | $3.55M | Sell |
64,100
-4,628
| -7% | -$256K | 0.51% | 75 |
|
|
2013
Q4 | $3.58M | Buy |
68,728
+2,279
| +3% | +$119K | 0.5% | 75 |
|
|
2013
Q3 | $2.79M | Buy |
66,449
+1,367
| +2% | +$57.4K | 0.44% | 79 |
|
|
2013
Q2 | $2.6M | Buy |
+65,082
| New | +$2.6M | 0.46% | 76 |
|