EverSource Wealth Advisors’s Chefs' Warehouse CHEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.9K | Buy |
343
+263
| +329% | +$16.8K | ﹤0.01% | 2216 |
|
|
2025
Q1 | $4.36K | Buy |
80
+29
| +57% | +$1.58K | ﹤0.01% | 2564 |
|
|
2024
Q4 | $2.52K | Buy |
51
+13
| +34% | +$641 | ﹤0.01% | 2627 |
|
|
2024
Q3 | $1.6K | Hold |
38
| – | – | ﹤0.01% | 2604 |
|
|
2024
Q2 | $1.58K | Hold |
38
| – | – | ﹤0.01% | 2622 |
|
|
2024
Q1 | $1.26K | Hold |
38
| – | – | ﹤0.01% | 2512 |
|
|
2023
Q4 | $1.12K | Hold |
38
| – | – | ﹤0.01% | 2364 |
|
|
2023
Q3 | $805 | Sell |
38
-142
| -79% | -$3.01K | ﹤0.01% | 2301 |
|
|
2023
Q2 | $6.44K | Hold |
180
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q1 | $6.13K | Hold |
180
| – | – | ﹤0.01% | 1565 |
|
|
2022
Q4 | $5.99K | Sell |
180
-52
| -22% | -$1.73K | ﹤0.01% | 1532 |
|
|
2022
Q3 | $7K | Buy |
232
+27
| +13% | +$815 | ﹤0.01% | 1227 |
|
|
2022
Q2 | $8K | Buy |
205
+52
| +34% | +$2.03K | ﹤0.01% | 1097 |
|
|
2022
Q1 | $5K | Hold |
153
| – | – | ﹤0.01% | 1227 |
|
|
2021
Q4 | $5K | Buy |
+153
| New | +$5K | ﹤0.01% | 1240 |
|