Wells Fargo’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 | $2.67M | Buy |
10,935
+981
| +10% | +$240K | ﹤0.01% | 2694 |
|
2025
Q1 | $2.01M | Buy |
9,954
+1,642
| +20% | +$331K | ﹤0.01% | 2807 |
|
2024
Q4 | $2.03M | Buy |
8,312
+1,629
| +24% | +$398K | ﹤0.01% | 2800 |
|
2024
Q3 | $2.12M | Sell |
6,683
-1,199
| -15% | -$380K | ﹤0.01% | 2714 |
|
2024
Q2 | $2.08M | Sell |
7,882
-721
| -8% | -$190K | ﹤0.01% | 2690 |
|
2024
Q1 | $2.17M | Sell |
8,603
-162
| -2% | -$40.9K | ﹤0.01% | 2629 |
|
2023
Q4 | $1.51M | Sell |
8,765
-358
| -4% | -$61.6K | ﹤0.01% | 2836 |
|
2023
Q3 | $1.47M | Buy |
9,123
+5,497
| +152% | +$887K | ﹤0.01% | 2817 |
|
2023
Q2 | $703K | Sell |
3,626
-40,442
| -92% | -$7.84M | ﹤0.01% | 3517 |
|
2023
Q1 | $5.72M | Buy |
44,068
+44,060
| +550,750% | +$5.72M | ﹤0.01% | 1897 |
|
2022
Q4 | $943 | Sell |
8
-212
| -96% | -$25K | ﹤0.01% | 5876 |
|
2022
Q3 | $19K | Sell |
220
-5,766
| -96% | -$498K | ﹤0.01% | 5108 |
|
2022
Q2 | $476K | Buy |
5,986
+4,505
| +304% | +$358K | ﹤0.01% | 3559 |
|
2022
Q1 | $98K | Sell |
1,481
-2,411
| -62% | -$160K | ﹤0.01% | 5025 |
|
2021
Q4 | $273K | Sell |
3,892
-77,785
| -95% | -$5.46M | ﹤0.01% | 4743 |
|
2021
Q3 | $5.03M | Buy |
81,677
+4,936
| +6% | +$304K | ﹤0.01% | 2702 |
|
2021
Q2 | $4.41M | Buy |
76,741
+3,486
| +5% | +$200K | ﹤0.01% | 2858 |
|
2021
Q1 | $3.65M | Sell |
73,255
-3,956
| -5% | -$197K | ﹤0.01% | 2994 |
|
2020
Q4 | $3.6M | Sell |
77,211
-7,491
| -9% | -$349K | ﹤0.01% | 2999 |
|
2020
Q3 | $3.51M | Sell |
84,702
-29,082
| -26% | -$1.2M | ﹤0.01% | 2800 |
|
2020
Q2 | $5.01M | Sell |
113,784
-4,931
| -4% | -$217K | ﹤0.01% | 2435 |
|
2020
Q1 | $4.52M | Buy |
118,715
+22,384
| +23% | +$852K | ﹤0.01% | 2278 |
|
2019
Q4 | $4.78M | Buy |
96,331
+34,909
| +57% | +$1.73M | ﹤0.01% | 2590 |
|
2019
Q3 | $2.37M | Buy |
61,422
+50,300
| +452% | +$1.94M | ﹤0.01% | 3151 |
|
2019
Q2 | $463K | Sell |
11,122
-1,164
| -9% | -$48.5K | ﹤0.01% | 4316 |
|
2019
Q1 | $459K | Buy |
12,286
+927
| +8% | +$34.6K | ﹤0.01% | 4336 |
|
2018
Q4 | $342K | Buy |
11,359
+492
| +5% | +$14.8K | ﹤0.01% | 4438 |
|
2018
Q3 | $399K | Buy |
10,867
+843
| +8% | +$31K | ﹤0.01% | 4471 |
|
2018
Q2 | $309K | Sell |
10,024
-952
| -9% | -$29.3K | ﹤0.01% | 4640 |
|
2018
Q1 | $324K | Buy |
10,976
+246
| +2% | +$7.26K | ﹤0.01% | 4560 |
|
2017
Q4 | $299K | Buy |
10,730
+1,773
| +20% | +$49.4K | ﹤0.01% | 4606 |
|
2017
Q3 | $252K | Buy |
8,957
+2,766
| +45% | +$77.8K | ﹤0.01% | 4640 |
|
2017
Q2 | $175K | Hold |
6,191
| – | – | ﹤0.01% | 4692 |
|
2017
Q1 | $160K | Hold |
6,191
| – | – | ﹤0.01% | 4753 |
|
2016
Q4 | $158K | Buy |
6,191
+1,990
| +47% | +$50.8K | ﹤0.01% | 4711 |
|
2016
Q3 | $111K | Buy |
4,201
+4,200
| +420,000% | +$111K | ﹤0.01% | 4659 |
|
2016
Q2 | $0 | Sell |
1
-200
| -100% | – | ﹤0.01% | 5962 |
|
2016
Q1 | $4K | Sell |
201
-4,002
| -95% | -$79.6K | ﹤0.01% | 5655 |
|
2015
Q4 | $100K | Hold |
4,203
| – | – | ﹤0.01% | 4724 |
|
2015
Q3 | $96K | Sell |
4,203
-903
| -18% | -$20.6K | ﹤0.01% | 4736 |
|
2015
Q2 | $107K | Buy |
5,106
+4,789
| +1,511% | +$100K | ﹤0.01% | 4857 |
|
2015
Q1 | $7K | Buy |
317
+35
| +12% | +$773 | ﹤0.01% | 5518 |
|
2014
Q4 | $7K | Sell |
282
-598
| -68% | -$14.8K | ﹤0.01% | 5534 |
|
2014
Q3 | $19K | Buy |
880
+448
| +104% | +$9.67K | ﹤0.01% | 5175 |
|
2014
Q2 | $10K | Buy |
+432
| New | +$10K | ﹤0.01% | 5475 |
|