Carson Wealth (CWM LLC)’s United Natural Foods UNFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60K | Sell |
2,564
-665
| -21% | -$15.6K | ﹤0.01% | 3135 |
|
|
2025
Q1 | $88K | Buy |
3,229
+526
| +19% | +$14.3K | ﹤0.01% | 2528 |
|
|
2024
Q4 | $74K | Buy |
2,703
+135
| +5% | +$3.7K | ﹤0.01% | 2491 |
|
|
2024
Q3 | $43K | Sell |
2,568
-746
| -23% | -$12.5K | ﹤0.01% | 2807 |
|
|
2024
Q2 | $43K | Buy |
3,314
+2,879
| +662% | +$37.4K | ﹤0.01% | 2588 |
|
|
2024
Q1 | $5K | Sell |
435
-563
| -56% | -$6.47K | ﹤0.01% | 3702 |
|
|
2023
Q4 | $16K | Sell |
998
-273
| -21% | -$4.38K | ﹤0.01% | 2925 |
|
|
2023
Q3 | $18K | Buy |
1,271
+552
| +77% | +$7.82K | ﹤0.01% | 2763 |
|
|
2023
Q2 | $14K | Buy |
719
+321
| +81% | +$6.25K | ﹤0.01% | 2887 |
|
|
2023
Q1 | $10K | Buy |
398
+226
| +131% | +$5.68K | ﹤0.01% | 2969 |
|
|
2022
Q4 | $7K | Buy |
172
+6
| +4% | +$244 | ﹤0.01% | 3032 |
|
|
2022
Q3 | $6K | Buy |
166
+71
| +75% | +$2.57K | ﹤0.01% | 3007 |
|
|
2022
Q2 | $4K | Sell |
95
-8
| -8% | -$337 | ﹤0.01% | 3133 |
|
|
2022
Q1 | $4K | Sell |
103
-136
| -57% | -$5.28K | ﹤0.01% | 2960 |
|
|
2021
Q4 | $12K | Buy |
+239
| New | +$12K | ﹤0.01% | 2263 |
|
|
2019
Q1 | – | Sell |
-24
| Closed | – | – | 3249 |
|
|
2018
Q4 | $0 | Buy |
24
+6
| +33% | – | ﹤0.01% | 2243 |
|
|
2018
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1757 |
|
|
2018
Q1 | – | Sell |
-55
| Closed | -$3K | – | 1542 |
|
|
2017
Q4 | $3K | Hold |
55
| – | – | ﹤0.01% | 1228 |
|
|
2017
Q3 | $2K | Buy |
+55
| New | +$2K | ﹤0.01% | 1313 |
|