Nisa Investment 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 | $29.5K | Buy |
121
+90
| +290% | +$22K | ﹤0.01% | 1757 |
|
|
2025
Q1 | $6.25K | Buy |
31
+1
| +3% | +$202 | ﹤0.01% | 2200 |
|
|
2024
Q4 | $7.34K | Buy |
30
+7
| +30% | +$1.71K | ﹤0.01% | 2199 |
|
|
2024
Q3 | $7.28K | Buy |
23
+4
| +21% | +$1.27K | ﹤0.01% | 2153 |
|
|
2024
Q2 | $5.01K | Buy |
19
+5
| +36% | +$1.32K | ﹤0.01% | 2267 |
|
|
2024
Q1 | $3.53K | Buy |
14
+7
| +100% | +$1.77K | ﹤0.01% | 2158 |
|
|
2023
Q4 | $1.2K | Hold |
7
| – | – | ﹤0.01% | 2233 |
|
|
2023
Q3 | $1.13K | Hold |
7
| – | – | ﹤0.01% | 2377 |
|
|
2023
Q2 | $1.36K | Hold |
7
| – | – | ﹤0.01% | 2397 |
|
|
2023
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 2472 |
|
|
2022
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 2523 |
|
|
2022
Q1 | – | Sell |
-630
| Closed | -$45K | – | 2403 |
|
|
2021
Q4 | $45K | Hold |
630
| – | – | ﹤0.01% | 1767 |
|
|
2021
Q3 | $39 | Hold |
630
| – | – | ﹤0.01% | 1983 |
|
|
2021
Q2 | $36 | Buy |
+630
| New | +$36 | ﹤0.01% | 2020 |
|