Legacy Wealth Asset Management’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,472	Closed	-$231K	–	383
2025 Q3	$231K	Sell	2,472 -792	-24%	-$80K	0.06%	340
2025 Q2	$324K	Sell	3,264 -525	-14%	-$53K	0.08%	308
2025 Q1	$406K	Sell	3,789 -1,334	-26%	-$149K	0.11%	261
2024 Q4	$577K	Sell	5,123 -948	-16%	-$122K	0.16%	212
2024 Q3	$797K	Sell	6,071 -1,191	-16%	-$144K	0.21%	129
2024 Q2	$813K	Sell	7,262 -710	-9%	-$82.5K	0.23%	115
2024 Q1	$981K	Buy	7,972 +44	+0.6%	+$5.11K	0.27%	103
2023 Q4	$995K	Sell	7,928 -98	-1%	-$10.6K	0.33%	88
2023 Q3	$822K	Sell	8,026 -133	-2%	-$13.4K	0.3%	101
2023 Q2	$792K	Sell	8,159 -203	-2%	-$16.9K	0.28%	100
2023 Q1	$665K	Sell	8,362 -168	-2%	-$14.4K	0.24%	142
2022 Q4	$676K	Buy	8,530 +79	+0.9%	+$6.04K	0.26%	139
2022 Q3	$610K	Sell	8,451 -160	-2%	-$12.7K	0.27%	133
2022 Q2	$587K	Buy	8,611 +263	+3%	+$19.8K	0.24%	151
2022 Q1	$644K	Buy	8,348 +300	+4%	+$25K	0.23%	164
2021 Q4	$740K	Buy	8,048 +505	+7%	+$42.5K	0.25%	152
2021 Q3	$513K	Buy	7,543 +51	+0.7%	+$3.71K	0.23%	170
2021 Q2	$557K	Buy	7,492 +45	+0.6%	+$3.55K	0.25%	150
2021 Q1	$565K	Buy	7,447 +1,498	+25%	+$93.8K	0.26%	157
2020 Q4	$330K	Buy	+5,949	New	+$326K	0.17%	220