EverSource Wealth Advisors’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
Q2 | $21.9K | Buy |
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|
2025
Q1 | $4.36K | Buy |
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|
2024
Q4 | $2.52K | Buy |
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|
2024
Q3 | $1.6K | Hold |
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|
2024
Q2 | $1.58K | Hold |
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|
2024
Q1 | $1.26K | Hold |
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|
2023
Q4 | $1.12K | Hold |
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|
2023
Q3 | $805 | Sell |
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|
2023
Q2 | $6.44K | Hold |
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|
2023
Q1 | $6.13K | Hold |
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|
2022
Q4 | $5.99K | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $8K | Buy |
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|
2022
Q1 | $5K | Hold |
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|
2021
Q4 | $5K | Buy |
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