Roundview Capital’s UFP Industries UFPI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,835
| Closed | -$545K | – | 341 |
|
|
2024
Q4 | $545K | Hold |
4,835
| – | – | 0.04% | 262 |
|
|
2024
Q3 | $634K | Sell |
4,835
-33
| -0.7% | -$4.33K | 0.05% | 253 |
|
|
2024
Q2 | $545K | Hold |
4,868
| – | – | 0.04% | 248 |
|
|
2024
Q1 | $599K | Hold |
4,868
| – | – | 0.05% | 244 |
|
|
2023
Q4 | $611K | Buy |
+4,868
| New | +$611K | 0.06% | 230 |
|