James Investment Research’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Hold |
1,193
| – | – | 0.03% | 275 |
|
|
2025
Q1 | $241K | Hold |
1,193
| – | – | 0.03% | 285 |
|
|
2024
Q4 | $292K | Hold |
1,193
| – | – | 0.03% | 269 |
|
|
2024
Q3 | $378K | Hold |
1,193
| – | – | 0.04% | 249 |
|
|
2024
Q2 | $315K | Hold |
1,193
| – | – | 0.04% | 262 |
|
|
2024
Q1 | $301K | Buy |
+1,193
| New | +$301K | 0.04% | 261 |
|
|
2014
Q3 | – | Sell |
-48,760
| Closed | -$1.18M | – | 540 |
|
|
2014
Q2 | $1.18M | Hold |
48,760
| – | – | 0.04% | 203 |
|
|
2014
Q1 | $1.19M | Buy |
48,760
+3,830
| +9% | +$93.3K | 0.04% | 215 |
|
|
2013
Q4 | $1.13M | Buy |
44,930
+9,560
| +27% | +$241K | 0.04% | 224 |
|
|
2013
Q3 | $805K | Buy |
35,370
+2,930
| +9% | +$66.7K | 0.03% | 233 |
|
|
2013
Q2 | $635K | Buy |
+32,440
| New | +$635K | 0.03% | 235 |
|