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
2026 Q1	$8.74K	Buy	147 +64	+77%	+$4.09K	﹤0.01%	2987
2025 Q4	$5.17K	Sell	83 -337	-80%	-$20.3K	﹤0.01%	3106
2025 Q3	$24.5K	Buy	420 +77	+22%	+$4.91K	﹤0.01%	2216
2025 Q2	$21.9K	Buy	343 +263	+329%	+$15.6K	﹤0.01%	2224
2025 Q1	$4.36K	Buy	80 +29	+57%	+$1.62K	﹤0.01%	2566
2024 Q4	$2.52K	Buy	51 +13	+34%	+$566	﹤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%	-$4.34K	﹤0.01%	2301
2023 Q2	$6.44K	Hold	180	–	–	﹤0.01%	1625
2023 Q1	$6.13K	Hold	180	–	–	﹤0.01%	1566
2022 Q4	$5.99K	Sell	180 -52	-22%	-$1.81K	﹤0.01%	1532
2022 Q3	$7K	Buy	232 +27	+13%	+$944	﹤0.01%	1227
2022 Q2	$8K	Buy	205 +52	+34%	+$1.83K	﹤0.01%	1097
2022 Q1	$5K	Hold	153	–	–	﹤0.01%	1227
2021 Q4	$5K	Buy	+153	New	+$5.04K	﹤0.01%	1240