Westover Capital Advisors’s UFP Industries UFPI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$311K	Hold	3,380	–	–	0.06%	195
2025 Q4	$308K	Sell	3,380 -930	-22%	-$85.1K	0.06%	197
2025 Q3	$403K	Sell	4,310 -550	-11%	-$55.5K	0.07%	166
2025 Q2	$483K	Sell	4,860 -1,010	-17%	-$102K	0.1%	148
2025 Q1	$628K	Buy	5,870 +450	+8%	+$50.2K	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%	+$16.2K	0.2%	94
2023 Q2	$510K	Buy	5,260 +2,160	+70%	+$180K	0.18%	101
2023 Q1	$246K	Hold	3,100	–	–	0.09%	143
2022 Q4	$246K	Sell	3,100 -520	-14%	-$39.7K	0.1%	133
2022 Q3	$261K	Sell	3,620 -430	-11%	-$34.2K	0.1%	134
2022 Q2	$276K	Sell	4,050 -100	-2%	-$7.54K	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%	-$301K	0.09%	146
2021 Q2	$616K	Sell	8,287 -92	-1%	-$7.26K	0.2%	90
2021 Q1	$635K	Buy	8,379 +993	+13%	+$62.2K	0.22%	90
2020 Q4	$410K	Buy	7,386 +584	+9%	+$32.1K	0.15%	103
2020 Q3	$384K	Buy	+6,802	New	+$384K	0.16%	98