Creative Planning’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 | $272K | Sell |
4,264
-968
| -19% | -$61.8K | ﹤0.01% | 2977 |
|
|
2025
Q1 | $285K | Buy |
+5,232
| New | +$285K | ﹤0.01% | 2797 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$13K | – | 2145 |
|
|
2017
Q2 | $13K | Hold |
1,000
| – | – | ﹤0.01% | 3406 |
|
|
2017
Q1 | $14K | Sell |
1,000
-12,812
| -93% | -$179K | ﹤0.01% | 3328 |
|
|
2016
Q4 | $218K | Hold |
13,812
| – | – | ﹤0.01% | 1363 |
|
|
2016
Q3 | $154K | Buy |
+13,812
| New | +$154K | ﹤0.01% | 1555 |
|
|
2016
Q1 | – | Sell |
-100
| Closed | -$2K | – | 4214 |
|
|
2015
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 3918 |
|
|
2015
Q3 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 3984 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$2K | – | 1358 |
|
|
2015
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 3751 |
|
|
2014
Q4 | $2K | Buy |
100
+62
| +163% | +$1.24K | ﹤0.01% | 3707 |
|
|
2014
Q3 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 3688 |
|