Peterson Wealth Services’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 | $781K | Sell |
3,199
-3
| -0.1% | -$732 | 0.21% | 71 |
|
|
2025
Q1 | $646K | Sell |
3,202
-897
| -22% | -$181K | 0.2% | 71 |
|
|
2024
Q4 | $1M | Buy |
4,099
+163
| +4% | +$39.9K | 0.3% | 66 |
|
|
2024
Q3 | $1.25M | Buy |
3,936
+295
| +8% | +$93.4K | 0.4% | 58 |
|
|
2024
Q2 | $961K | Buy |
3,641
+285
| +8% | +$75.2K | 0.34% | 59 |
|
|
2024
Q1 | $846K | Buy |
3,356
+2,168
| +182% | +$547K | 0.31% | 62 |
|
|
2023
Q4 | $204K | Buy |
+1,188
| New | +$204K | 0.09% | 101 |
|