Allworth Financial’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.45K | Hold |
132
| – | – | ﹤0.01% | 2970 |
|
2025
Q1 | $6.98K | Buy |
132
+13
| +11% | +$687 | ﹤0.01% | 2586 |
|
2024
Q4 | $6.39K | Buy |
119
+90
| +310% | +$4.83K | ﹤0.01% | 2636 |
|
2024
Q3 | $1.22K | Hold |
29
| – | – | ﹤0.01% | 3152 |
|
2024
Q2 | $1.2K | Hold |
29
| – | – | ﹤0.01% | 3106 |
|
2024
Q1 | $1.09K | Hold |
29
| – | – | ﹤0.01% | 3050 |
|
2023
Q4 | $854 | Buy |
29
+11
| +61% | +$324 | ﹤0.01% | 2997 |
|
2023
Q3 | $382 | Buy |
+18
| New | +$382 | ﹤0.01% | 3105 |
|