Private Trust Company’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-100
| Closed | -$10.7K | – | 2587 |
|
|
2025
Q1 | $10.7K | Buy |
100
+66
| +194% | +$7.07K | ﹤0.01% | 1779 |
|
|
2024
Q4 | $3.83K | Sell |
34
-1
| -3% | -$113 | ﹤0.01% | 2074 |
|
|
2024
Q3 | $4.59K | Sell |
35
-4
| -10% | -$525 | ﹤0.01% | 1976 |
|
|
2024
Q2 | $4.37K | Hold |
39
| – | – | ﹤0.01% | 1976 |
|
|
2024
Q1 | $4.8K | Sell |
39
-6
| -13% | -$738 | ﹤0.01% | 1937 |
|
|
2023
Q4 | $5.65K | Sell |
45
-82
| -65% | -$10.3K | ﹤0.01% | 1874 |
|
|
2023
Q3 | $13K | Buy |
127
+23
| +22% | +$2.36K | ﹤0.01% | 1504 |
|
|
2023
Q2 | $10.1K | Buy |
104
+21
| +25% | +$2.04K | ﹤0.01% | 1622 |
|
|
2023
Q1 | $6.6K | Sell |
83
-15
| -15% | -$1.19K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $8K | Sell |
98
-8
| -8% | -$653 | ﹤0.01% | 1654 |
|
|
2022
Q3 | $8K | Buy |
106
+8
| +8% | +$604 | ﹤0.01% | 1548 |
|
|
2022
Q2 | $7K | Buy |
+98
| New | +$7K | ﹤0.01% | 1653 |
|
|
2014
Q4 | – | Sell |
-165
| Closed | -$2K | – | 1132 |
|
|
2014
Q3 | $2K | Hold |
165
| – | – | ﹤0.01% | 1623 |
|
|
2014
Q2 | $3K | Hold |
165
| – | – | ﹤0.01% | 1504 |
|
|
2014
Q1 | $3K | Hold |
165
| – | – | ﹤0.01% | 1375 |
|
|
2013
Q4 | $3K | Hold |
165
| – | – | ﹤0.01% | 1361 |
|
|
2013
Q3 | $2K | Hold |
165
| – | – | ﹤0.01% | 1452 |
|
|
2013
Q2 | $2K | Buy |
+165
| New | +$2K | ﹤0.01% | 1385 |
|