Montag & Associates’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 | – | Sell |
-8
| Closed | -$879 | – | 1022 |
|
|
2025
Q1 | $879 | Hold |
8
| – | – | ﹤0.01% | 965 |
|
|
2024
Q4 | $925 | Sell |
8
-1
| -11% | -$116 | ﹤0.01% | 959 |
|
|
2024
Q3 | $1.21K | Hold |
9
| – | – | ﹤0.01% | 957 |
|
|
2024
Q2 | $1.03K | Sell |
9
-3
| -25% | -$344 | ﹤0.01% | 931 |
|
|
2024
Q1 | $1.47K | Buy |
+12
| New | +$1.47K | ﹤0.01% | 887 |
|