Modera Wealth Management’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 | $945K | Hold |
9,512
| – | – | 0.01% | 341 |
|
|
2025
Q1 | $1.02M | Sell |
9,512
-34
| -0.4% | -$3.64K | 0.01% | 319 |
|
|
2024
Q4 | $1.08M | Sell |
9,546
-15
| -0.2% | -$1.69K | 0.01% | 317 |
|
|
2024
Q3 | $1.25M | Hold |
9,561
| – | – | 0.02% | 275 |
|
|
2024
Q2 | $1.07M | Sell |
9,561
-96
| -1% | -$10.8K | 0.02% | 286 |
|
|
2024
Q1 | $1.19M | Buy |
9,657
+12
| +0.1% | +$1.48K | 0.02% | 279 |
|
|
2023
Q4 | $1.21M | Sell |
9,645
-45
| -0.5% | -$5.65K | 0.02% | 268 |
|
|
2023
Q3 | $992K | Hold |
9,690
| – | – | 0.02% | 283 |
|
|
2023
Q2 | $940K | Buy |
+9,690
| New | +$940K | 0.02% | 302 |
|