Rothschild Investment LLC’s UFP Technologies UFPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184K | Buy |
752
+2
| +0.3% | +$488 | 0.01% | 529 |
|
|
2025
Q1 | $151K | Buy |
750
+9
| +1% | +$1.82K | 0.01% | 548 |
|
|
2024
Q4 | $181K | Sell |
741
-4
| -0.5% | -$978 | 0.01% | 525 |
|
|
2024
Q3 | $236K | Buy |
745
+5
| +0.7% | +$1.58K | 0.02% | 476 |
|
|
2024
Q2 | $195K | Buy |
740
+1
| +0.1% | +$264 | 0.01% | 503 |
|
|
2024
Q1 | $186K | Sell |
739
-99
| -12% | -$25K | 0.01% | 478 |
|
|
2023
Q4 | $144K | Buy |
+838
| New | +$144K | 0.01% | 472 |
|