Journey Strategic Wealth’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 | $348K | Buy |
3,503
+11
| +0.3% | +$1.09K | 0.01% | 384 |
|
|
2025
Q1 | $374K | Sell |
3,492
-63
| -2% | -$6.74K | 0.01% | 287 |
|
|
2024
Q4 | $400K | Sell |
3,555
-2
| -0.1% | -$225 | 0.02% | 270 |
|
|
2024
Q3 | $467K | Buy |
3,557
+137
| +4% | +$18K | 0.02% | 231 |
|
|
2024
Q2 | $383K | Buy |
3,420
+179
| +6% | +$20K | 0.02% | 205 |
|
|
2024
Q1 | $399K | Hold |
3,241
| – | – | 0.02% | 151 |
|
|
2023
Q4 | $407K | Hold |
3,241
| – | – | 0.02% | 110 |
|
|
2023
Q3 | $332K | Sell |
3,241
-154
| -5% | -$15.8K | 0.02% | 107 |
|
|
2023
Q2 | $329K | Sell |
3,395
-22
| -0.6% | -$2.14K | 0.01% | 115 |
|
|
2023
Q1 | $272K | Sell |
3,417
-17
| -0.5% | -$1.35K | 0.03% | 174 |
|
|
2022
Q4 | $272K | Sell |
3,434
-3
| -0.1% | -$238 | 0.03% | 155 |
|
|
2022
Q3 | $248K | Buy |
+3,437
| New | +$248K | 0.03% | 122 |
|
|
2022
Q2 | – | Sell |
-3,395
| Closed | -$262K | – | 211 |
|
|
2022
Q1 | $262K | Buy |
3,395
+586
| +21% | +$45.2K | 0.03% | 117 |
|
|
2021
Q4 | $258K | Buy |
+2,809
| New | +$258K | 0.03% | 144 |
|