Zurich Cantonal Bank’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 | $1.64M | Buy |
16,552
+1,165
| +8% | +$116K | ﹤0.01% | 960 |
|
|
2025
Q1 | $1.65M | Sell |
15,387
-1,406
| -8% | -$150K | ﹤0.01% | 918 |
|
|
2024
Q4 | $1.89M | Buy |
16,793
+3,151
| +23% | +$355K | 0.01% | 872 |
|
|
2024
Q3 | $1.79M | Buy |
13,642
+354
| +3% | +$46.4K | 0.01% | 837 |
|
|
2024
Q2 | $1.49M | Buy |
13,288
+2,635
| +25% | +$295K | ﹤0.01% | 864 |
|
|
2024
Q1 | $1.31M | Sell |
10,653
-792
| -7% | -$97.4K | ﹤0.01% | 933 |
|
|
2023
Q4 | $1.44M | Sell |
11,445
-1,075
| -9% | -$135K | 0.01% | 885 |
|
|
2023
Q3 | $1.28M | Buy |
12,520
+1,511
| +14% | +$155K | 0.01% | 859 |
|
|
2023
Q2 | $1.07M | Buy |
11,009
+1,380
| +14% | +$134K | ﹤0.01% | 914 |
|
|
2023
Q1 | $765K | Hold |
9,629
| – | – | ﹤0.01% | 1034 |
|
|
2022
Q4 | $763K | Buy |
9,629
+2,031
| +27% | +$161K | ﹤0.01% | 1016 |
|
|
2022
Q3 | $548K | Hold |
7,598
| – | – | ﹤0.01% | 1139 |
|
|
2022
Q2 | $518K | Sell |
7,598
-652
| -8% | -$44.5K | ﹤0.01% | 1208 |
|
|
2022
Q1 | $637K | Hold |
8,250
| – | – | ﹤0.01% | 1194 |
|
|
2021
Q4 | $759K | Buy |
8,250
+2,360
| +40% | +$217K | ﹤0.01% | 1165 |
|
|
2021
Q3 | $400K | Hold |
5,890
| – | – | ﹤0.01% | 1448 |
|
|
2021
Q2 | $438K | Sell |
5,890
-43
| -0.7% | -$3.2K | ﹤0.01% | 1303 |
|
|
2021
Q1 | $450K | Sell |
5,933
-2,048
| -26% | -$155K | ﹤0.01% | 1299 |
|
|
2020
Q4 | $443K | Buy |
7,981
+1,500
| +23% | +$83.3K | ﹤0.01% | 1352 |
|
|
2020
Q3 | $366K | Hold |
6,481
| – | – | ﹤0.01% | 1238 |
|
|
2020
Q2 | $321K | Buy |
6,481
+2,170
| +50% | +$107K | ﹤0.01% | 1237 |
|
|
2020
Q1 | $160K | Hold |
4,311
| – | – | ﹤0.01% | 1334 |
|
|
2019
Q4 | $206K | Buy |
4,311
+337
| +8% | +$16.1K | ﹤0.01% | 1323 |
|
|
2019
Q3 | $158K | Hold |
3,974
| – | – | ﹤0.01% | 1370 |
|
|
2019
Q2 | $151K | Hold |
3,974
| – | – | ﹤0.01% | 1386 |
|
|
2019
Q1 | $119K | Sell |
3,974
-816
| -17% | -$24.4K | ﹤0.01% | 1476 |
|
|
2018
Q4 | $124K | Buy |
4,790
+759
| +19% | +$19.6K | ﹤0.01% | 1475 |
|
|
2018
Q3 | $142K | Hold |
4,031
| – | – | ﹤0.01% | 1503 |
|
|
2018
Q2 | $148K | Hold |
4,031
| – | – | ﹤0.01% | 1426 |
|
|
2018
Q1 | $131K | Buy |
4,031
+1,089
| +37% | +$35.4K | ﹤0.01% | 1450 |
|
|
2017
Q4 | $111K | Buy |
2,942
+1,064
| +57% | +$40.1K | ﹤0.01% | 1512 |
|
|
2017
Q3 | $61K | Hold |
1,878
| – | – | ﹤0.01% | 1675 |
|
|
2017
Q2 | $55K | Buy |
1,878
+345
| +23% | +$10.1K | ﹤0.01% | 1707 |
|
|
2017
Q1 | $50K | Hold |
1,533
| – | – | ﹤0.01% | 1738 |
|
|
2016
Q4 | $52K | Hold |
1,533
| – | – | ﹤0.01% | 1673 |
|
|
2016
Q3 | $50K | Buy |
1,533
+213
| +16% | +$6.95K | ﹤0.01% | 1642 |
|
|
2016
Q2 | $41K | Hold |
1,320
| – | – | ﹤0.01% | 1599 |
|
|
2016
Q1 | $38K | Hold |
1,320
| – | – | ﹤0.01% | 1574 |
|
|
2015
Q4 | $30K | Buy |
1,320
+576
| +77% | +$13.1K | ﹤0.01% | 1787 |
|
|
2015
Q3 | $14K | Buy |
744
+294
| +65% | +$5.53K | ﹤0.01% | 1692 |
|
|
2015
Q2 | $8K | Hold |
450
| – | – | ﹤0.01% | 1563 |
|
|
2015
Q1 | $8K | Buy |
+450
| New | +$8K | ﹤0.01% | 1542 |
|