MGWM
Marks Group Wealth Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497K | Hold |
5,000
| – | – | 0.05% | 223 |
|
|
2025
Q1 | $535K | Hold |
5,000
| – | – | 0.05% | 234 |
|
|
2024
Q4 | $563K | Hold |
5,000
| – | – | 0.06% | 208 |
|
|
2024
Q3 | $656K | Hold |
5,000
| – | – | 0.06% | 201 |
|
|
2024
Q2 | $560K | Hold |
5,000
| – | – | 0.06% | 211 |
|
|
2024
Q1 | $615K | Hold |
5,000
| – | – | 0.06% | 205 |
|
|
2023
Q4 | $628K | Hold |
5,000
| – | – | 0.07% | 198 |
|
|
2023
Q3 | $512K | Hold |
5,000
| – | – | 0.06% | 207 |
|
|
2023
Q2 | $485K | Hold |
5,000
| – | – | 0.06% | 209 |
|
|
2023
Q1 | $397K | Hold |
5,000
| – | – | 0.05% | 225 |
|
|
2022
Q4 | $396K | Hold |
5,000
| – | – | 0.05% | 224 |
|
|
2022
Q3 | $361K | Hold |
5,000
| – | – | 0.05% | 223 |
|
|
2022
Q2 | $341K | Hold |
5,000
| – | – | 0.05% | 235 |
|
|
2022
Q1 | $386K | Hold |
5,000
| – | – | 0.05% | 253 |
|
|
2021
Q4 | $460K | Buy |
+5,000
| New | +$460K | 0.06% | 239 |
|