OCM
Osterweis Capital Management’s UFP Technologies UFPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-26,678
| Closed | -$8.45M | – | 207 |
|
|
2024
Q3 | $8.45M | Sell |
26,678
-5,968
| -18% | -$1.89M | 0.43% | 73 |
|
|
2024
Q2 | $8.61M | Buy |
32,646
+4,665
| +17% | +$1.23M | 0.45% | 64 |
|
|
2024
Q1 | $7.06M | Buy |
27,981
+982
| +4% | +$248K | 0.41% | 68 |
|
|
2023
Q4 | $4.64M | Buy |
26,999
+2,839
| +12% | +$488K | 0.29% | 79 |
|
|
2023
Q3 | $3.9M | Sell |
24,160
-6,740
| -22% | -$1.09M | 0.29% | 77 |
|
|
2023
Q2 | $5.99M | Sell |
30,900
-2,580
| -8% | -$500K | 0.4% | 74 |
|
|
2023
Q1 | $4.35M | Buy |
+33,480
| New | +$4.35M | 0.3% | 83 |
|