EverSource Wealth Advisors’s United Natural Foods UNFI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31K | Buy |
1,332
+609
| +84% | +$14.2K | ﹤0.01% | 1950 |
|
|
2025
Q1 | $19.8K | Buy |
723
+129
| +22% | +$3.53K | ﹤0.01% | 1691 |
|
|
2024
Q4 | $16.2K | Hold |
594
| – | – | ﹤0.01% | 1742 |
|
|
2024
Q3 | $9.99K | Hold |
594
| – | – | ﹤0.01% | 1865 |
|
|
2024
Q2 | $9.21K | Buy |
+594
| New | +$9.21K | ﹤0.01% | 1900 |
|
|
2024
Q1 | – | Sell |
-98
| Closed | -$1.59K | – | 3001 |
|
|
2023
Q4 | $1.59K | Buy |
98
+49
| +100% | +$796 | ﹤0.01% | 2248 |
|
|
2023
Q3 | $693 | Hold |
49
| – | – | ﹤0.01% | 2325 |
|
|
2023
Q2 | $958 | Buy |
49
+8
| +20% | +$156 | ﹤0.01% | 2248 |
|
|
2023
Q1 | $1.08K | Sell |
41
-244
| -86% | -$6.43K | ﹤0.01% | 2093 |
|
|
2022
Q4 | $11K | Hold |
285
| – | – | ﹤0.01% | 1295 |
|
|
2022
Q3 | $9K | Buy |
285
+24
| +9% | +$758 | ﹤0.01% | 1174 |
|
|
2022
Q2 | $10K | Hold |
261
| – | – | ﹤0.01% | 1043 |
|
|
2022
Q1 | $10K | Hold |
261
| – | – | ﹤0.01% | 987 |
|
|
2021
Q4 | $13K | Buy |
+261
| New | +$13K | ﹤0.01% | 869 |
|