Coldstream Capital Management’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-293
| Closed | -$16K | – | 1536 |
|
|
2025
Q1 | $16K | Buy |
+293
| New | +$16K | ﹤0.01% | 2197 |
|
|
2022
Q2 | $210K | Buy |
+5,402
| New | +$210K | 0.01% | 715 |
|
|
2021
Q3 | – | Sell |
-7,781
| Closed | -$248K | – | 423 |
|
|
2021
Q2 | $248K | Hold |
7,781
| – | – | 0.01% | 444 |
|
|
2021
Q1 | $237K | Hold |
7,781
| – | – | 0.01% | 377 |
|
|
2020
Q4 | $200K | Buy |
+7,781
| New | +$200K | 0.01% | 397 |
|