Ballentine Partners’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
15,718
-3,031
| -16% | -$70.7K | 0.01% | 606 |
|
|
2025
Q1 | $514K | Buy |
18,749
+3,220
| +21% | +$88.2K | 0.01% | 440 |
|
|
2024
Q4 | $424K | Buy |
15,529
+521
| +3% | +$14.2K | 0.01% | 470 |
|
|
2024
Q3 | $252K | Buy |
15,008
+2,350
| +19% | +$39.5K | ﹤0.01% | 654 |
|
|
2024
Q2 | $166K | Buy |
+12,658
| New | +$166K | ﹤0.01% | 707 |
|