Creative Planning’s Unifirst Corp UNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $701K | Sell |
3,726
-761
| -17% | -$143K | ﹤0.01% | 2150 |
|
|
2025
Q1 | $781K | Buy |
4,487
+464
| +12% | +$80.7K | ﹤0.01% | 1914 |
|
|
2024
Q4 | $688K | Buy |
4,023
+93
| +2% | +$15.9K | ﹤0.01% | 1927 |
|
|
2024
Q3 | $781K | Buy |
3,930
+2,596
| +195% | +$516K | ﹤0.01% | 1720 |
|
|
2024
Q2 | $229K | Sell |
1,334
-324
| -20% | -$55.6K | ﹤0.01% | 2568 |
|
|
2024
Q1 | $288K | Buy |
+1,658
| New | +$288K | ﹤0.01% | 2273 |
|
|
2023
Q2 | – | Sell |
-1,176
| Closed | -$207K | – | 2697 |
|
|
2023
Q1 | $207K | Buy |
+1,176
| New | +$207K | ﹤0.01% | 2101 |
|
|
2017
Q1 | – | Sell |
-7
| Closed | -$1K | – | 4689 |
|
|
2016
Q4 | $1K | Sell |
7
-120
| -94% | -$17.1K | ﹤0.01% | 4329 |
|
|
2016
Q3 | $17K | Buy |
127
+120
| +1,714% | +$16.1K | ﹤0.01% | 3134 |
|
|
2016
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 4081 |
|
|
2016
Q1 | – | Sell |
-24
| Closed | -$3K | – | 4383 |
|
|
2015
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 3850 |
|
|
2015
Q3 | $3K | Buy |
+24
| New | +$3K | ﹤0.01% | 3784 |
|
|
2014
Q4 | – | Sell |
-26
| Closed | -$3K | – | 4182 |
|
|
2014
Q3 | $3K | Buy |
26
+5
| +24% | +$577 | ﹤0.01% | 3464 |
|
|
2014
Q2 | $2K | Buy |
+21
| New | +$2K | ﹤0.01% | 3432 |
|