Carson Wealth (CWM LLC)’s Chefs' Warehouse CHEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35K | Buy |
543
+1
| +0.2% | +$64 | ﹤0.01% | 3526 |
|
|
2025
Q1 | $30K | Buy |
542
+182
| +51% | +$10.1K | ﹤0.01% | 3375 |
|
|
2024
Q4 | $18K | Buy |
360
+31
| +9% | +$1.55K | ﹤0.01% | 3500 |
|
|
2024
Q3 | $14K | Sell |
329
-27
| -8% | -$1.15K | ﹤0.01% | 3575 |
|
|
2024
Q2 | $14K | Buy |
356
+56
| +19% | +$2.2K | ﹤0.01% | 3327 |
|
|
2024
Q1 | $11K | Buy |
300
+4
| +1% | +$147 | ﹤0.01% | 3267 |
|
|
2023
Q4 | $9K | Buy |
296
+76
| +35% | +$2.31K | ﹤0.01% | 3227 |
|
|
2023
Q3 | $5K | Buy |
220
+109
| +98% | +$2.48K | ﹤0.01% | 3427 |
|
|
2023
Q2 | $4K | Buy |
111
+4
| +4% | +$144 | ﹤0.01% | 3500 |
|
|
2023
Q1 | $4K | Sell |
107
-37
| -26% | -$1.38K | ﹤0.01% | 3360 |
|
|
2022
Q4 | $5K | Buy |
144
+59
| +69% | +$2.05K | ﹤0.01% | 3142 |
|
|
2022
Q3 | $2K | Hold |
85
| – | – | ﹤0.01% | 3420 |
|
|
2022
Q2 | $3K | Hold |
85
| – | – | ﹤0.01% | 3163 |
|
|
2022
Q1 | $3K | Hold |
85
| – | – | ﹤0.01% | 2997 |
|
|
2021
Q4 | $3K | Buy |
+85
| New | +$3K | ﹤0.01% | 2942 |
|