Private Wealth Management Group’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 | $3.58K | Sell |
36
-34
| -49% | -$3.38K | ﹤0.01% | 891 |
|
|
2025
Q1 | $7.49K | Sell |
70
-24
| -26% | -$2.57K | ﹤0.01% | 574 |
|
|
2024
Q4 | $10.6K | Hold |
94
| – | – | ﹤0.01% | 450 |
|
|
2024
Q3 | $12.3K | Hold |
94
| – | – | ﹤0.01% | 397 |
|
|
2024
Q2 | $10.5K | Buy |
94
+35
| +59% | +$3.92K | ﹤0.01% | 431 |
|
|
2024
Q1 | $7.26K | Buy |
59
+7
| +13% | +$861 | ﹤0.01% | 503 |
|
|
2023
Q4 | $6.53K | Buy |
+52
| New | +$6.53K | ﹤0.01% | 536 |
|