Robertson Stephens Wealth Management’s UFP Industries UFPI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,914
| Closed | -$216K | – | 584 |
|
|
2024
Q4 | $216K | Buy |
1,914
+104
| +6% | +$11.7K | 0.01% | 532 |
|
|
2024
Q3 | $238K | Sell |
1,810
-5
| -0.3% | -$656 | 0.01% | 564 |
|
|
2024
Q2 | $203K | Hold |
1,815
| – | – | 0.01% | 475 |
|
|
2024
Q1 | $223K | Buy |
+1,815
| New | +$223K | 0.01% | 467 |
|