JFS Wealth 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
Q2 | $6.16K | Sell |
62
-3
| -5% | -$298 | ﹤0.01% | 1016 |
|
|
2025
Q1 | $6.96K | Hold |
65
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q4 | $7.32K | Hold |
65
| – | – | ﹤0.01% | 966 |
|
|
2024
Q3 | $8.53K | Buy |
65
+2
| +3% | +$262 | ﹤0.01% | 910 |
|
|
2024
Q2 | $7.06K | Hold |
63
| – | – | ﹤0.01% | 918 |
|
|
2024
Q1 | $7.75K | Sell |
63
-3
| -5% | -$369 | ﹤0.01% | 903 |
|
|
2023
Q4 | $8.29K | Buy |
66
+3
| +5% | +$377 | ﹤0.01% | 838 |
|
|
2023
Q3 | $6.45K | Buy |
63
+3
| +5% | +$307 | ﹤0.01% | 891 |
|
|
2023
Q2 | $5.82K | Sell |
60
-2
| -3% | -$194 | ﹤0.01% | 927 |
|
|
2023
Q1 | $4.93K | Sell |
62
-3
| -5% | -$238 | ﹤0.01% | 994 |
|
|
2022
Q4 | $5.15K | Buy |
65
+4
| +7% | +$317 | ﹤0.01% | 980 |
|
|
2022
Q3 | $4K | Buy |
61
+39
| +177% | +$2.56K | ﹤0.01% | 1110 |
|
|
2022
Q2 | $1K | Sell |
22
-28
| -56% | -$1.27K | ﹤0.01% | 1660 |
|
|
2022
Q1 | $4K | Buy |
50
+29
| +138% | +$2.32K | ﹤0.01% | 1185 |
|
|
2021
Q4 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 1180 |
|