Johnson Investment Counsel’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.13M	Buy	33,995 +376	+1%	+$38K	0.03%	236
2025 Q4	$3.06M	Buy	33,619 +6,125	+22%	+$561K	0.03%	228
2025 Q3	$2.57M	Buy	27,494 +552	+2%	+$55.7K	0.02%	270
2025 Q2	$2.68M	Buy	26,942 +517	+2%	+$52.2K	0.02%	248
2025 Q1	$2.83M	Buy	26,425 +6,520	+33%	+$728K	0.03%	229
2024 Q4	$2.24M	Buy	19,905 +5,780	+41%	+$745K	0.02%	269
2024 Q3	$1.85M	Hold	14,125	–	–	0.02%	301
2024 Q2	$1.58M	Hold	14,125	–	–	0.02%	311
2024 Q1	$1.74M	Hold	14,125	–	–	0.02%	296
2023 Q4	$1.77M	Hold	14,125	–	–	0.02%	276
2023 Q3	$1.45M	Sell	14,125 -6,980	-33%	-$705K	0.02%	298
2023 Q2	$2.05M	Hold	21,105	–	–	0.03%	248
2023 Q1	$1.68M	Hold	21,105	–	–	0.02%	269
2022 Q4	$1.67M	Buy	+21,105	New	+$1.61M	0.02%	272