MWM
Moran Wealth Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,207
| Closed | -$784K | – | 486 |
|
|
2024
Q4 | $784K | Buy |
3,207
+299
| +10% | +$73.1K | 0.03% | 317 |
|
|
2024
Q3 | $921K | Buy |
2,908
+468
| +19% | +$148K | 0.03% | 302 |
|
|
2024
Q2 | $644K | Buy |
2,440
+198
| +9% | +$52.2K | 0.02% | 318 |
|
|
2024
Q1 | $565K | Buy |
2,242
+77
| +4% | +$19.4K | 0.02% | 322 |
|
|
2023
Q4 | $372K | Buy |
2,165
+80
| +4% | +$13.8K | 0.01% | 347 |
|
|
2023
Q3 | $337K | Sell |
2,085
-28
| -1% | -$4.52K | 0.01% | 320 |
|
|
2023
Q2 | $410K | Buy |
+2,113
| New | +$410K | 0.02% | 314 |
|