Creative Planning’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Buy |
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|
2025
Q1 | $408K | Buy |
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|
2024
Q4 | $406K | Buy |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q2 | $164K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $225K | Sell |
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|
2023
Q1 | $1.63M | Buy |
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|
2022
Q4 | $683K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $416K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $373K | Hold |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $540K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $598K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $11K | Buy |
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|
2017
Q1 | $9K | Sell |
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|
2016
Q4 | $20K | Buy |
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|
2016
Q3 | $12K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $37K | Sell |
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|
2015
Q4 | $76K | Hold |
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|
2015
Q3 | $94K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $149K | Sell |
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|
2014
Q4 | $204K | Buy |
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|
2014
Q3 | $156K | Buy |
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|
2014
Q2 | $163K | Sell |
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|
2014
Q1 | $182K | Buy |
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|
2013
Q4 | $50K | Sell |
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|
2013
Q3 | $47K | Buy |
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|
2013
Q2 | $19K | Buy |
|