PAIM

Punch & Associates Investment Management’s UFP Technologies UFPT Stock Holding History

Punch & Associates Investment Management’s Portfolio UFPT Stock Details UFPT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.54M	Hold	22,700	–	–	0.34%	97
2025 Q1	$4.58M	Sell	22,700 -14,500	-39%	-$2.92M	0.3%	107
2024 Q4	$9.1M	Sell	37,200 -1,400	-4%	-$342K	0.5%	82
2024 Q3	$12.2M	Sell	38,600 -1,500	-4%	-$475K	0.67%	52
2024 Q2	$10.6M	Sell	40,100 -3,900	-9%	-$1.03M	0.62%	63
2024 Q1	$11.1M	Hold	44,000	–	–	0.63%	60
2023 Q4	$7.57M	Hold	44,000	–	–	0.44%	102
2023 Q3	$7.1M	Hold	44,000	–	–	0.46%	90
2023 Q2	$8.53M	Sell	44,000 -27,000	-38%	-$5.23M	0.52%	85
2023 Q1	$9.22M	Sell	71,000 -23,800	-25%	-$3.09M	0.59%	72
2022 Q4	$11.2M	Sell	94,800 -8,200	-8%	-$967K	0.72%	49
2022 Q3	$8.84M	Hold	103,000	–	–	0.62%	57
2022 Q2	$8.2M	Sell	103,000 -5,794	-5%	-$461K	0.57%	70
2022 Q1	$7.2M	Sell	108,794 -7,306	-6%	-$483K	0.41%	110
2021 Q4	$8.16M	Sell	116,100 -794	-0.7%	-$55.8K	0.43%	99
2021 Q3	$7.2M	Sell	116,894 -11,704	-9%	-$721K	0.41%	105
2021 Q2	$7.38M	Sell	128,598 -6,032	-4%	-$346K	0.42%	103
2021 Q1	$6.71M	Buy	134,630 +2,630	+2%	+$131K	0.4%	106
2020 Q4	$6.15M	Hold	132,000	–	–	0.43%	101
2020 Q3	$5.47M	Hold	132,000	–	–	0.47%	89
2020 Q2	$5.82M	Sell	132,000 -27,309	-17%	-$1.2M	0.53%	77
2020 Q1	$6.07M	Sell	159,309 -11,691	-7%	-$445K	0.72%	48
2019 Q4	$8.48M	Sell	171,000 -7,000	-4%	-$347K	0.67%	47
2019 Q3	$6.87M	Hold	178,000	–	–	0.57%	65
2019 Q2	$7.41M	Hold	178,000	–	–	0.62%	59
2019 Q1	$6.66M	Hold	178,000	–	–	0.57%	74
2018 Q4	$5.35M	Hold	178,000	–	–	0.51%	83
2018 Q3	$6.54M	Hold	178,000	–	–	0.52%	75
2018 Q2	$5.49M	Hold	178,000	–	–	0.45%	90
2018 Q1	$5.25M	Hold	178,000	–	–	0.46%	94
2017 Q4	$4.95M	Sell	178,000 -4,000	-2%	-$111K	0.43%	101
2017 Q3	$5.11M	Sell	182,000 -10,000	-5%	-$281K	0.45%	91
2017 Q2	$5.43M	Buy	192,000 +13,100	+7%	+$371K	0.51%	84
2017 Q1	$4.63M	Hold	178,900	–	–	0.45%	100
2016 Q4	$4.55M	Hold	178,900	–	–	0.45%	94
2016 Q3	$4.74M	Hold	178,900	–	–	0.51%	78
2016 Q2	$4.03M	Hold	178,900	–	–	0.47%	92
2016 Q1	$3.98M	Buy	178,900 +3,866	+2%	+$86.1K	0.48%	92
2015 Q4	$4.17M	Buy	175,034 +14,034	+9%	+$334K	0.5%	90
2015 Q3	$3.68M	Buy	161,000 +15,000	+10%	+$343K	0.5%	80
2015 Q2	$3.05M	Buy	146,000 +38,176	+35%	+$799K	0.38%	112
2015 Q1	$2.46M	Buy	107,824 +8,224	+8%	+$187K	0.31%	127
2014 Q4	$2.45M	Hold	99,600	–	–	0.31%	125
2014 Q3	$2.19M	Hold	99,600	–	–	0.31%	133
2014 Q2	$2.4M	Sell	99,600 -13,371	-12%	-$322K	0.32%	128
2014 Q1	$2.75M	Hold	112,971	–	–	0.38%	116
2013 Q4	$2.85M	Hold	112,971	–	–	0.38%	112
2013 Q3	$2.57M	Hold	112,971	–	–	0.4%	112
2013 Q2	$2.21M	Buy	+112,971	New	+$2.21M	0.39%	123