True Wealth Design’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 | $100 | Hold |
1
| – | – | ﹤0.01% | 2238 |
|
|
2025
Q1 | $108 | Buy |
+1
| New | +$108 | ﹤0.01% | 2165 |
|
|
2023
Q4 | – | Sell |
-8,441
| Closed | -$864K | – | 809 |
|
|
2023
Q3 | $864K | Sell |
8,441
-1,530
| -15% | -$157K | 0.29% | 32 |
|
|
2023
Q2 | $968K | Buy |
+9,971
| New | +$968K | 0.35% | 29 |
|
|
2023
Q1 | – | Sell |
-10,482
| Closed | -$831K | – | 896 |
|
|
2022
Q4 | $831K | Buy |
+10,482
| New | +$831K | 0.38% | 40 |
|