Cerity 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 | $447K | Sell |
19,189
-5,204
| -21% | -$121K | ﹤0.01% | 1926 |
|
|
2025
Q1 | $668K | Sell |
24,393
-17,630
| -42% | -$483K | ﹤0.01% | 1607 |
|
|
2024
Q4 | $1.07M | Sell |
42,023
-58,027
| -58% | -$1.47M | ﹤0.01% | 1378 |
|
|
2024
Q3 | $1.68M | Sell |
100,050
-22,680
| -18% | -$381K | ﹤0.01% | 1170 |
|
|
2024
Q2 | $1.61M | Buy |
+122,730
| New | +$1.61M | ﹤0.01% | 1011 |
|
|
2024
Q1 | – | Sell |
-12,774
| Closed | -$207K | – | 2348 |
|
|
2023
Q4 | $207K | Buy |
12,774
+1,178
| +10% | +$19.1K | ﹤0.01% | 1701 |
|
|
2023
Q3 | $164K | Buy |
11,596
+293
| +3% | +$4.14K | ﹤0.01% | 1297 |
|
|
2023
Q2 | $221K | Buy |
11,303
+738
| +7% | +$14.4K | ﹤0.01% | 1475 |
|
|
2023
Q1 | $278K | Sell |
10,565
-448
| -4% | -$11.8K | ﹤0.01% | 1555 |
|
|
2022
Q4 | $427K | Buy |
+11,013
| New | +$427K | ﹤0.01% | 1003 |
|
|
2019
Q1 | – | Sell |
-11,887
| Closed | -$126K | – | 577 |
|
|
2018
Q4 | $126K | Buy |
+11,887
| New | +$126K | 0.01% | 497 |
|
|
2018
Q3 | – | Sell |
-5,226
| Closed | -$223K | – | 562 |
|
|
2018
Q2 | $223K | Buy |
+5,226
| New | +$223K | 0.02% | 491 |
|