A detailed history of Personal Cfo Solutions, LLC transactions in Ufp Industries Inc stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 2,452 shares of UFPI stock, worth $300,002. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,452
Previous 2,565 4.41%
Holding current value
$300,002
Previous $315,000 13.02%
% of portfolio
0.04%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$109.28 - $124.0 $12,348 - $14,012
-113 Reduced 4.41%
2,452 $274,000
Q1 2024

May 13, 2024

SELL
$110.06 - $123.56 $330 - $370
-3 Reduced 0.12%
2,565 $315,000
Q4 2023

Feb 13, 2024

SELL
$92.72 - $127.4 $927 - $1,274
-10 Reduced 0.39%
2,568 $322,000
Q3 2023

Nov 13, 2023

BUY
$91.28 - $107.31 $235,319 - $276,645
2,578 New
2,578 $263,000
Q1 2023

May 09, 2023

BUY
$76.3 - $98.37 $18,769 - $24,199
246 Added 8.7%
3,075 $244,000
Q4 2022

Feb 14, 2023

BUY
$67.31 - $83.51 $190,419 - $236,249
2,829 New
2,829 $224,000
Q2 2022

Aug 05, 2022

SELL
$65.13 - $83.15 $45,135 - $57,622
-693 Reduced 17.05%
3,371 $230,000
Q1 2022

May 02, 2022

BUY
$76.3 - $93.28 $10,224 - $12,499
134 Added 3.41%
4,064 $314,000
Q4 2021

Feb 11, 2022

BUY
$68.53 - $93.4 $205 - $280
3 Added 0.08%
3,930 $362,000
Q3 2021

Nov 18, 2021

BUY
$67.92 - $78.17 $35,929 - $41,351
529 Added 15.57%
3,927 $267,000
Q2 2021

Jul 22, 2021

BUY
$70.66 - $88.63 $240,102 - $301,164
3,398 New
3,398 $253,000

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 $7.54B
  • 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
Track This Portfolio

Track Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.