Ownership history in Quantum Private Wealth, LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Quantum Private Wealth, LLC reported a position in UFP INDUSTRIES INC (UFPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | UNCHANGED | 3,000 | — | 0% | 0.08% | $280K | $92.81 |
| 2025 Q2 | UNCHANGED | 3,000 | — | 0% | 0.10% | $298K | $98.30 |
| 2025 Q1 | ADDED | 3,000 | +320 | +11.9% | 0.12% | $321K | $105.52 |
| 2024 Q4 | UNCHANGED | 2,680 | — | 0% | 0.10% | $302K | $110.69 |
| 2024 Q3 | UNCHANGED | 2,680 | — | 0% | 0.12% | $352K | $128.61 |
| 2024 Q2 | REDUCED | 2,680 | -214 | -7.4% | 0.11% | $300K | $109.48 |
| 2024 Q1 | INITIATED | 2,894 | — | — | 0.13% | $356K | — |
As of 2025 Q4 — sorted by position size