Creative Planning’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $346K | Buy |
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|
2025
Q2 | $272K | Sell |
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|
2025
Q1 | $285K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $14K | Sell |
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|
2016
Q4 | $218K | Hold |
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|
2016
Q3 | $154K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Hold |
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|
2015
Q3 | $1K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2K | Hold |
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|
2014
Q4 | $2K | Buy |
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|
2014
Q3 | $1K | Buy |
|