A detailed history of Bergan Kdv Wealth Management, LLC transactions in Ufp Industries Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 14,307 shares of UFPI stock, worth $1.97 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
14,307
Previous 14,208 0.7%
Holding current value
$1.97 Million
Previous $1.13 Million 22.94%
% of portfolio
0.14%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

BUY
$76.05 - $97.05 $7,528 - $9,607
99 Added 0.7%
14,307 $1.39 Million
Q1 2023

Apr 27, 2023

SELL
$76.3 - $98.37 $12,742 - $16,427
-167 Reduced 1.16%
14,208 $1.13 Million
Q4 2022

Jan 31, 2023

BUY
$67.31 - $83.51 $130,244 - $161,591
1,935 Added 15.55%
14,375 $1.14 Million
Q3 2022

Oct 24, 2022

BUY
$68.36 - $92.21 $13,193 - $17,796
193 Added 1.58%
12,440 $898,000
Q2 2022

Jul 13, 2022

BUY
$65.13 - $83.15 $53,211 - $67,933
817 Added 7.15%
12,247 $835,000
Q1 2022

May 09, 2022

BUY
$76.3 - $93.28 $13,962 - $17,070
183 Added 1.63%
11,430 $882,000
Q4 2021

Jan 28, 2022

BUY
$68.53 - $93.4 $75,177 - $102,459
1,097 Added 10.81%
11,247 $1.04 Million
Q3 2021

Nov 12, 2021

SELL
$67.92 - $78.17 $13,244 - $15,243
-195 Reduced 1.88%
10,150 $690,000
Q2 2021

Aug 10, 2021

BUY
$70.66 - $88.63 $12,153 - $15,244
172 Added 1.69%
10,345 $769,000
Q1 2021

May 11, 2021

BUY
$53.94 - $75.84 $2,157 - $3,033
40 Added 0.39%
10,173 $772,000
Q4 2020

Feb 04, 2021

SELL
$49.91 - $59.6 $8,185 - $9,774
-164 Reduced 1.59%
10,133 $563,000
Q3 2020

Nov 05, 2020

BUY
$47.03 - $63.63 $484,267 - $655,198
10,297 New
10,297 $582,000

Others Institutions Holding UFPI

About UFP INDUSTRIES INC


  • Ticker UFPI
  • Exchange NASDAQ
  • Sector Basic Materials
  • Industry Lumber & Wood Production
  • Shares Outstandng 61,622,500
  • Market Cap $8.47B
  • Description
  • UFP Industries, Inc., through its subsidiaries, designs, manufactures, and markets wood and wood-alternative products in North America, Europe, Asia, and Australia. It operates through Retail, Industrial, and Construction segments. The Retail segment offers preserved and unpreserved dimensional lumber; and outdoor living products, including wood...
More about UFPI
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