Baldwin Wealth Partners’s United Natural Foods UNFI Stock Holding History

Baldwin Wealth Partners’s Portfolio UNFI Stock Details UNFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-8,066	Closed	-$220K	–	247
2024 Q4	$220K	Sell	8,066 -125	-2%	-$3.41K	0.02%	219
2024 Q3	$138K	Hold	8,191	–	–	0.01%	376
2024 Q2	$107K	Buy	8,191 +2,254	+38%	+$29.5K	0.01%	254
2024 Q1	$68.2K	Hold	5,937	–	–	0.01%	322
2023 Q4	$96.4K	Hold	5,937	–	–	0.01%	280
2023 Q3	$83.9K	Hold	5,937	–	–	0.01%	316
2023 Q2	$116K	Hold	5,937	–	–	0.01%	300
2023 Q1	$156K	Hold	5,937	–	–	0.01%	264
2022 Q4	$230K	Hold	5,937	–	–	0.02%	218
2022 Q3	$204K	Hold	5,937	–	–	0.03%	169
2022 Q2	$234K	Hold	5,937	–	–	0.03%	164
2022 Q1	$245K	Hold	5,937	–	–	0.03%	184
2021 Q4	$291K	Hold	5,937	–	–	0.03%	172
2021 Q3	$287K	Hold	5,937	–	–	0.03%	169
2021 Q2	$220K	Hold	5,937	–	–	0.02%	189
2021 Q1	$196K	Hold	5,937	–	–	0.02%	180
2020 Q4	$95K	Buy	5,937 +1,089	+22%	+$17.4K	0.01%	250
2020 Q3	$72K	Sell	4,848 -13	-0.3%	-$193	0.01%	258
2020 Q2	$89K	Sell	4,861 -169	-3%	-$3.09K	0.01%	233
2020 Q1	$46K	Hold	5,030	–	–	0.01%	288
2019 Q4	$44K	Buy	5,030 +180	+4%	+$1.58K	0.01%	333
2019 Q3	$56K	Hold	4,850	–	–	0.01%	292
2019 Q2	$44K	Hold	4,850	–	–	0.01%	324
2019 Q1	$64K	Hold	4,850	–	–	0.01%	279
2018 Q4	$51K	Hold	4,850	–	–	0.01%	282
2018 Q3	$145K	Hold	4,850	–	–	0.02%	220
2018 Q2	$207K	Hold	4,850	–	–	0.03%	193
2018 Q1	$208K	Hold	4,850	–	–	0.03%	193
2017 Q4	$239K	Hold	4,850	–	–	0.04%	185
2017 Q3	$202K	Sell	4,850 -1,000	-17%	-$41.6K	0.03%	190
2017 Q2	$215K	Sell	5,850 -12,565	-68%	-$462K	0.03%	183
2017 Q1	$796K	Hold	18,415	–	–	0.13%	101
2016 Q4	$879K	Hold	18,415	–	–	0.16%	84
2016 Q3	$737K	Buy	18,415 +11,740	+176%	+$470K	0.13%	94
2016 Q2	$312K	Hold	6,675	–	–	0.06%	138
2016 Q1	$269K	Sell	6,675 -1,289	-16%	-$51.9K	0.05%	179
2015 Q4	$313K	Sell	7,964 -4,248	-35%	-$167K	0.05%	183
2015 Q3	$592K	Hold	12,212	–	–	0.1%	155
2015 Q2	$778K	Hold	12,212	–	–	0.12%	145
2015 Q1	$941K	Hold	12,212	–	–	0.14%	132
2014 Q4	$944K	Sell	12,212 -1,380	-10%	-$107K	0.14%	140
2014 Q3	$835K	Sell	13,592 -1,160	-8%	-$71.3K	0.12%	148
2014 Q2	$960K	Hold	14,752	–	–	0.14%	142
2014 Q1	$1.05M	Hold	14,752	–	–	0.17%	119
2013 Q4	$1.11M	Buy	14,752 +4,800	+48%	+$362K	0.18%	117
2013 Q3	$669K	Sell	9,952 -376	-4%	-$25.3K	0.12%	142
2013 Q2	$558K	Buy	+10,328	New	+$558K	0.11%	142