Oberweis Asset Management’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,700
| Closed | -$1.16M | – | 186 |
|
|
2022
Q4 | $1.16M | Buy |
14,700
+2,600
| +21% | +$206K | 0.25% | 128 |
|
|
2022
Q3 | $873K | Buy |
12,100
+7,300
| +152% | +$527K | 0.2% | 121 |
|
|
2022
Q2 | $327K | Buy |
4,800
+1,300
| +37% | +$88.6K | 0.08% | 138 |
|
|
2022
Q1 | $270K | Buy |
3,500
+100
| +3% | +$7.71K | 0.05% | 144 |
|
|
2021
Q4 | $313K | Hold |
3,400
| – | – | 0.06% | 131 |
|
|
2021
Q3 | $231K | Buy |
+3,400
| New | +$231K | 0.05% | 150 |
|
|
2021
Q2 | – | Sell |
-3,500
| Closed | -$265K | – | 187 |
|
|
2021
Q1 | $265K | Buy |
+3,500
| New | +$265K | 0.05% | 137 |
|
|
2016
Q3 | – | Sell |
-6,600
| Closed | -$204K | – | 172 |
|
|
2016
Q2 | $204K | Sell |
6,600
-10,200
| -61% | -$315K | 0.06% | 164 |
|
|
2016
Q1 | $481K | Buy |
16,800
+3,300
| +24% | +$94.5K | 0.14% | 115 |
|
|
2015
Q4 | $308K | Sell |
13,500
-13,500
| -50% | -$308K | 0.09% | 160 |
|
|
2015
Q3 | $519K | Buy |
+27,000
| New | +$519K | 0.15% | 86 |
|