Verdence Capital Advisors’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 | $221K | Buy |
2,227
+126
| +6% | +$12.5K | 0.02% | 623 |
|
|
2025
Q1 | $225K | Buy |
+2,101
| New | +$225K | 0.02% | 601 |
|
|
2024
Q4 | – | Sell |
-1,602
| Closed | -$210K | – | 664 |
|
|
2024
Q3 | $210K | Buy |
+1,602
| New | +$210K | 0.02% | 606 |
|
|
2024
Q2 | – | Sell |
-1,939
| Closed | -$238K | – | 619 |
|
|
2024
Q1 | $238K | Buy |
1,939
+183
| +10% | +$22.5K | 0.02% | 535 |
|
|
2023
Q4 | $221K | Buy |
+1,756
| New | +$221K | 0.02% | 528 |
|