Westover 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 | $483K | Sell |
4,860
-1,010
| -17% | -$100K | 0.1% | 148 |
|
|
2025
Q1 | $628K | Buy |
5,870
+450
| +8% | +$48.2K | 0.14% | 123 |
|
|
2024
Q4 | $611K | Hold |
5,420
| – | – | 0.13% | 128 |
|
|
2024
Q3 | $711K | Hold |
5,420
| – | – | 0.14% | 115 |
|
|
2024
Q2 | $607K | Hold |
5,420
| – | – | 0.16% | 112 |
|
|
2024
Q1 | $667K | Hold |
5,420
| – | – | 0.2% | 95 |
|
|
2023
Q4 | $680K | Hold |
5,420
| – | – | 0.22% | 88 |
|
|
2023
Q3 | $555K | Buy |
5,420
+160
| +3% | +$16.4K | 0.2% | 94 |
|
|
2023
Q2 | $510K | Buy |
5,260
+2,160
| +70% | +$210K | 0.18% | 101 |
|
|
2023
Q1 | $246K | Hold |
3,100
| – | – | 0.09% | 143 |
|
|
2022
Q4 | $246K | Sell |
3,100
-520
| -14% | -$41.2K | 0.1% | 133 |
|
|
2022
Q3 | $261K | Sell |
3,620
-430
| -11% | -$31K | 0.1% | 134 |
|
|
2022
Q2 | $276K | Sell |
4,050
-100
| -2% | -$6.82K | 0.1% | 134 |
|
|
2022
Q1 | $320K | Hold |
4,150
| – | – | 0.1% | 132 |
|
|
2021
Q4 | $382K | Hold |
4,150
| – | – | 0.11% | 126 |
|
|
2021
Q3 | $282K | Sell |
4,150
-4,137
| -50% | -$281K | 0.09% | 146 |
|
|
2021
Q2 | $616K | Sell |
8,287
-92
| -1% | -$6.84K | 0.2% | 90 |
|
|
2021
Q1 | $635K | Buy |
8,379
+993
| +13% | +$75.3K | 0.22% | 90 |
|
|
2020
Q4 | $410K | Buy |
7,386
+584
| +9% | +$32.4K | 0.15% | 103 |
|
|
2020
Q3 | $384K | Buy |
+6,802
| New | +$384K | 0.16% | 98 |
|