Crestwood Advisors Group’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 | $322K | Buy |
5,039
+36
| +0.7% | +$2.3K | 0.01% | 426 |
|
|
2025
Q1 | $272K | Sell |
5,003
-5,427
| -52% | -$296K | 0.01% | 442 |
|
|
2024
Q4 | $514K | Sell |
10,430
-40
| -0.4% | -$1.97K | 0.01% | 300 |
|
|
2024
Q3 | $440K | Sell |
10,470
-8,460
| -45% | -$355K | 0.01% | 307 |
|
|
2024
Q2 | $740K | Sell |
18,930
-4,500
| -19% | -$176K | 0.02% | 247 |
|
|
2024
Q1 | $882K | Buy |
+23,430
| New | +$882K | 0.02% | 226 |
|
|
2020
Q4 | – | Sell |
-18,842
| Closed | -$274K | – | 269 |
|
|
2020
Q3 | $274K | Buy |
+18,842
| New | +$274K | 0.01% | 203 |
|