Moran 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 | $5.6M | Sell |
56,381
-4,374
| -7% | -$435K | 0.17% | 166 |
|
|
2025
Q1 | $6.5M | Sell |
60,755
-4,834
| -7% | -$517K | 0.22% | 139 |
|
|
2024
Q4 | $7.39M | Sell |
65,589
-1,111
| -2% | -$125K | 0.24% | 125 |
|
|
2024
Q3 | $8.75M | Sell |
66,700
-246
| -0.4% | -$32.3K | 0.27% | 117 |
|
|
2024
Q2 | $7.5M | Sell |
66,946
-1,239
| -2% | -$139K | 0.25% | 133 |
|
|
2024
Q1 | $8.39M | Sell |
68,185
-319
| -0.5% | -$39.2K | 0.27% | 126 |
|
|
2023
Q4 | $8.6M | Sell |
68,504
-1,876
| -3% | -$236K | 0.31% | 110 |
|
|
2023
Q3 | $7.21M | Sell |
70,380
-96
| -0.1% | -$9.83K | 0.28% | 124 |
|
|
2023
Q2 | $6.84M | Sell |
70,476
-505
| -0.7% | -$49K | 0.26% | 137 |
|
|
2023
Q1 | $5.64M | Buy |
70,981
+4,849
| +7% | +$385K | 0.21% | 148 |
|
|
2022
Q4 | $5.24M | Buy |
+66,132
| New | +$5.24M | 0.2% | 145 |
|