Montag & Associates’s UFP Industries UFPI Stock Holding History

Montag & Associates’s Portfolio UFPI Stock Details UFPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$879	Hold
2024 Q4	$925	Sell
2024 Q3	$1.21K	Hold
2024 Q2	$1.03K	Sell
2024 Q1	$1.47K	Buy