NewEdge Advisors’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,536
| Closed | -$310K | – | 4163 |
|
|
2025
Q1 | $310K | Sell |
1,536
-18
| -1% | -$3.63K | ﹤0.01% | 1875 |
|
|
2024
Q4 | $380K | Sell |
1,554
-168
| -10% | -$41.1K | ﹤0.01% | 1735 |
|
|
2024
Q3 | $545K | Sell |
1,722
-66
| -4% | -$20.9K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $472K | Sell |
1,788
-156
| -8% | -$41.2K | ﹤0.01% | 1454 |
|
|
2024
Q1 | $490K | Buy |
1,944
+135
| +7% | +$34K | ﹤0.01% | 1359 |
|
|
2023
Q4 | $311K | Buy |
1,809
+218
| +14% | +$37.5K | ﹤0.01% | 1534 |
|
|
2023
Q3 | $257K | Buy |
1,591
+62
| +4% | +$10K | ﹤0.01% | 1505 |
|
|
2023
Q2 | $296K | Sell |
1,529
-304
| -17% | -$58.9K | ﹤0.01% | 1457 |
|
|
2023
Q1 | $238K | Sell |
1,833
-807
| -31% | -$105K | ﹤0.01% | 1468 |
|
|
2022
Q4 | $76.2K | Buy |
+2,640
| New | +$76.2K | ﹤0.01% | 1555 |
|