Baldwin Wealth Partners’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Sell |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $107K | Buy |
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|
2024
Q1 | $68.2K | Hold |
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|
2023
Q4 | $96.4K | Hold |
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|
2023
Q3 | $83.9K | Hold |
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|
2023
Q2 | $116K | Hold |
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|
2023
Q1 | $156K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $204K | Hold |
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|
2022
Q2 | $234K | Hold |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $291K | Hold |
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|
2021
Q3 | $287K | Hold |
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|
2021
Q2 | $220K | Hold |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $95K | Buy |
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|
2020
Q3 | $72K | Sell |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $46K | Hold |
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|
2019
Q4 | $44K | Buy |
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|
2019
Q3 | $56K | Hold |
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|
2019
Q2 | $44K | Hold |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $51K | Hold |
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|
2018
Q3 | $145K | Hold |
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|
2018
Q2 | $207K | Hold |
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|
2018
Q1 | $208K | Hold |
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|
2017
Q4 | $239K | Hold |
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|
2017
Q3 | $202K | Sell |
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|
2017
Q2 | $215K | Sell |
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|
2017
Q1 | $796K | Hold |
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|
2016
Q4 | $879K | Hold |
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|
2016
Q3 | $737K | Buy |
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|
2016
Q2 | $312K | Hold |
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|
2016
Q1 | $269K | Sell |
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|
2015
Q4 | $313K | Sell |
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|
2015
Q3 | $592K | Hold |
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|
2015
Q2 | $778K | Hold |
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|
2015
Q1 | $941K | Hold |
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|
2014
Q4 | $944K | Sell |
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|
2014
Q3 | $835K | Sell |
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|
2014
Q2 | $960K | Hold |
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|
2014
Q1 | $1.05M | Hold |
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|
2013
Q4 | $1.11M | Buy |
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|
2013
Q3 | $669K | Sell |
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|
2013
Q2 | $558K | Buy |
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