Whittier Trust’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 | $25.6K | Sell |
258
-8
| -3% | -$795 | ﹤0.01% | 1069 |
|
|
2025
Q1 | $28.5K | Buy |
266
+84
| +46% | +$8.99K | ﹤0.01% | 1039 |
|
|
2024
Q4 | $20.5K | Buy |
182
+41
| +29% | +$4.62K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $18.5K | Hold |
141
| – | – | ﹤0.01% | 1125 |
|
|
2024
Q2 | $15.8K | Buy |
141
+18
| +15% | +$2.02K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $15.1K | Hold |
123
| – | – | ﹤0.01% | 1194 |
|
|
2023
Q4 | $15.4K | Sell |
123
-85
| -41% | -$10.7K | ﹤0.01% | 1154 |
|
|
2023
Q3 | $21.3K | Hold |
208
| – | – | ﹤0.01% | 1104 |
|
|
2023
Q2 | $20.2K | Hold |
208
| – | – | ﹤0.01% | 1124 |
|
|
2023
Q1 | $16.5K | Buy |
208
+98
| +89% | +$7.79K | ﹤0.01% | 1193 |
|
|
2022
Q4 | $8.72K | Buy |
+110
| New | +$8.72K | ﹤0.01% | 1321 |
|
|
2017
Q4 | – | Sell |
-132
| Closed | -$4K | – | 1349 |
|
|
2017
Q3 | $4K | Buy |
+132
| New | +$4K | ﹤0.01% | 1174 |
|