Oppenheimer Asset Management’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.34M	Buy	25,438 +9,371	+58%	+$947K	0.03%	509
2025 Q4	$1.46M	Buy	16,067 +1,092	+7%	+$100K	0.02%	583
2025 Q3	$1.4M	Sell	14,975 -2,172	-13%	-$219K	0.02%	675
2025 Q2	$1.7M	Buy	17,147 +2,814	+20%	+$284K	0.02%	605
2025 Q1	$1.53M	Buy	+14,333	New	+$1.6M	0.02%	603
2020 Q2	–	Sell	-1,897	Closed	-$71K	–	1422
2020 Q1	$71K	Sell	1,897 -129	-6%	-$5.92K	﹤0.01%	1187
2019 Q4	$97K	Buy	2,026 +18	+0.9%	+$848	﹤0.01%	1204
2019 Q3	$80K	Buy	2,008 +280	+16%	+$10.9K	﹤0.01%	1245
2019 Q2	$66K	Sell	1,728 -27	-2%	-$936	﹤0.01%	1323
2019 Q1	$53K	Buy	1,755 +82	+5%	+$2.46K	﹤0.01%	1347
2018 Q4	$43K	Buy	+1,673	New	+$48.1K	﹤0.01%	1378
2017 Q4	–	Sell	-2,022	Closed	-$67K	–	1469
2017 Q3	$67K	Buy	2,022 +21	+1%	+$606	﹤0.01%	1299
2017 Q2	$58K	Buy	2,001 +54	+3%	+$1.64K	﹤0.01%	1312
2017 Q1	$64K	Buy	+1,947	New	+$65K	﹤0.01%	1287