Quantum Private Wealth’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 | $298K | Hold |
3,000
| – | – | 0.1% | 136 |
|
|
2025
Q1 | $321K | Buy |
3,000
+320
| +12% | +$34.3K | 0.12% | 128 |
|
|
2024
Q4 | $302K | Hold |
2,680
| – | – | 0.1% | 144 |
|
|
2024
Q3 | $352K | Hold |
2,680
| – | – | 0.12% | 143 |
|
|
2024
Q2 | $300K | Sell |
2,680
-214
| -7% | -$24K | 0.11% | 153 |
|
|
2024
Q1 | $356K | Buy |
+2,894
| New | +$356K | 0.13% | 134 |
|