J.W. Coons Advisors’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,800
| Closed | -$428K | – | 236 |
|
|
2024
Q4 | $428K | Buy |
3,800
+75
| +2% | +$8.45K | 0.11% | 162 |
|
|
2024
Q3 | $489K | Buy |
3,725
+190
| +5% | +$24.9K | 0.12% | 153 |
|
|
2024
Q2 | $396K | Sell |
3,535
-95
| -3% | -$10.6K | 0.1% | 167 |
|
|
2024
Q1 | $447K | Sell |
3,630
-765
| -17% | -$94.1K | 0.1% | 159 |
|
|
2023
Q4 | $552K | Hold |
4,395
| – | – | 0.15% | 132 |
|
|
2023
Q3 | $450K | Sell |
4,395
-150
| -3% | -$15.4K | 0.13% | 140 |
|
|
2023
Q2 | $441K | Buy |
4,545
+420
| +10% | +$40.8K | 0.12% | 149 |
|
|
2023
Q1 | $328K | Buy |
4,125
+1,470
| +55% | +$117K | 0.09% | 182 |
|
|
2022
Q4 | $210K | Buy |
+2,655
| New | +$210K | 0.06% | 221 |
|