Portside Wealth Group’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 | $539K | Buy |
2,209
+81
| +4% | +$19.8K | 0.08% | 232 |
|
|
2025
Q1 | $429K | Buy |
2,128
+157
| +8% | +$31.7K | 0.07% | 247 |
|
|
2024
Q4 | $482K | Buy |
1,971
+96
| +5% | +$23.5K | 0.08% | 233 |
|
|
2024
Q3 | $594K | Buy |
1,875
+187
| +11% | +$59.2K | 0.1% | 203 |
|
|
2024
Q2 | $445K | Buy |
1,688
+846
| +100% | +$223K | 0.09% | 228 |
|
|
2024
Q1 | $212K | Buy |
+842
| New | +$212K | 0.04% | 347 |
|