CAPTRUST Financial Advisors’s Unifirst Corp UNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $218K | Buy |
+865
| New | +$200K | ﹤0.01% | 2626 |
|
|
2024
Q1 | – | Sell |
-1,757
| Closed | -$321K | – | 2653 |
|
|
2023
Q4 | $321K | Buy |
+1,757
| New | +$300K | ﹤0.01% | 2065 |
|
|
2023
Q1 | – | Sell |
-1,308
| Closed | -$252K | – | 2383 |
|
|
2022
Q4 | $252K | Buy |
1,308
+81
| +7% | +$14.8K | ﹤0.01% | 1791 |
|
|
2022
Q3 | $206K | Buy |
1,227
+84
| +7% | +$15.3K | ﹤0.01% | 1804 |
|
|
2022
Q2 | $197K | Sell |
1,143
-383
| -25% | -$64K | ﹤0.01% | 1707 |
|
|
2022
Q1 | $281K | Buy |
1,526
+377
| +33% | +$69.7K | ﹤0.01% | 1487 |
|
|
2021
Q4 | $242K | Sell |
1,149
-205
| -15% | -$42K | ﹤0.01% | 1507 |
|
|
2021
Q3 | $288K | Sell |
1,354
-52
| -4% | -$11.4K | ﹤0.01% | 1319 |
|
|
2021
Q2 | $330K | Sell |
1,406
-6
| -0.4% | -$1.35K | ﹤0.01% | 1212 |
|
|
2021
Q1 | $316K | Buy |
1,412
+1,044
| +284% | +$240K | ﹤0.01% | 1201 |
|
|
2020
Q4 | $78K | Buy |
368
+30
| +9% | +$5.71K | ﹤0.01% | 1630 |
|
|
2020
Q3 | $64K | Sell |
338
-13
| -4% | -$2.43K | ﹤0.01% | 1543 |
|
|
2020
Q2 | $61K | Sell |
351
-13
| -4% | -$2.18K | ﹤0.01% | 1550 |
|
|
2020
Q1 | $52K | Buy |
+364
| New | +$68.7K | ﹤0.01% | 1374 |
|
|
2019
Q4 | – | Sell |
-351
| Closed | -$68K | – | 1768 |
|
|
2019
Q3 | $68K | Sell |
351
-41
| -10% | -$7.95K | ﹤0.01% | 906 |
|
|
2019
Q2 | $74K | Sell |
392
-155
| -28% | -$25.1K | ﹤0.01% | 858 |
|
|
2019
Q1 | $84K | Hold |
547
| – | – | ﹤0.01% | 749 |
|
|
2018
Q4 | $78K | Buy |
547
+3
| +0.6% | +$449 | ﹤0.01% | 647 |
|
|
2018
Q3 | $94K | Sell |
544
-21
| -4% | -$3.86K | ﹤0.01% | 618 |
|
|
2018
Q2 | $100K | Buy |
565
+498
| +743% | +$85.2K | 0.01% | 512 |
|
|
2018
Q1 | $10K | Buy |
67
+8
| +14% | +$1.28K | ﹤0.01% | 1028 |
|
|
2017
Q4 | $10K | Buy |
+59
| New | +$9.4K | ﹤0.01% | 1001 |
|
Other funds holding UNF
VPM
LCOV
VCM
RRAM