LWAM
Legacy Wealth Asset Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Sell |
3,264
-525
| -14% | -$52.2K | 0.08% | 308 |
|
|
2025
Q1 | $406K | Sell |
3,789
-1,334
| -26% | -$143K | 0.11% | 261 |
|
|
2024
Q4 | $577K | Sell |
5,123
-948
| -16% | -$107K | 0.16% | 212 |
|
|
2024
Q3 | $797K | Sell |
6,071
-1,191
| -16% | -$156K | 0.21% | 129 |
|
|
2024
Q2 | $813K | Sell |
7,262
-710
| -9% | -$79.5K | 0.23% | 115 |
|
|
2024
Q1 | $981K | Buy |
7,972
+44
| +0.6% | +$5.41K | 0.27% | 103 |
|
|
2023
Q4 | $995K | Sell |
7,928
-98
| -1% | -$12.3K | 0.33% | 88 |
|
|
2023
Q3 | $822K | Sell |
8,026
-133
| -2% | -$13.6K | 0.3% | 101 |
|
|
2023
Q2 | $792K | Sell |
8,159
-203
| -2% | -$19.7K | 0.28% | 100 |
|
|
2023
Q1 | $665K | Sell |
8,362
-168
| -2% | -$13.4K | 0.24% | 142 |
|
|
2022
Q4 | $676K | Buy |
8,530
+79
| +0.9% | +$6.26K | 0.26% | 139 |
|
|
2022
Q3 | $610K | Sell |
8,451
-160
| -2% | -$11.5K | 0.27% | 133 |
|
|
2022
Q2 | $587K | Buy |
8,611
+263
| +3% | +$17.9K | 0.24% | 151 |
|
|
2022
Q1 | $644K | Buy |
8,348
+300
| +4% | +$23.1K | 0.23% | 164 |
|
|
2021
Q4 | $740K | Buy |
8,048
+505
| +7% | +$46.4K | 0.25% | 152 |
|
|
2021
Q3 | $513K | Buy |
7,543
+51
| +0.7% | +$3.47K | 0.23% | 170 |
|
|
2021
Q2 | $557K | Buy |
7,492
+45
| +0.6% | +$3.35K | 0.25% | 150 |
|
|
2021
Q1 | $565K | Buy |
7,447
+1,498
| +25% | +$114K | 0.26% | 157 |
|
|
2020
Q4 | $330K | Buy |
+5,949
| New | +$330K | 0.17% | 220 |
|