CAPTRUST Financial Advisors’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Sell |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $302K | Buy |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $277K | Buy |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $336K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $73K | Buy |
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|
2021
Q4 | $50K | Sell |
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|
2021
Q3 | $50K | Buy |
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|
2021
Q2 | $49K | Sell |
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|
2021
Q1 | $79K | Buy |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q3 | $20K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $4K | Buy |
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