Godshalk Welsh Capital Management’s Unifirst Corp UNF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,865
| Closed | -$341K | – | 125 |
|
|
2023
Q4 | $341K | Sell |
1,865
-525
| -22% | -$96K | 0.25% | 95 |
|
|
2023
Q3 | $390K | Sell |
2,390
-1,275
| -35% | -$208K | 0.29% | 84 |
|
|
2023
Q2 | $568K | Sell |
3,665
-200
| -5% | -$31K | 0.39% | 74 |
|
|
2023
Q1 | $681K | Buy |
3,865
+115
| +3% | +$20.3K | 0.48% | 71 |
|
|
2022
Q4 | $724K | Sell |
3,750
-150
| -4% | -$28.9K | 0.53% | 67 |
|
|
2022
Q3 | $656K | Buy |
3,900
+175
| +5% | +$29.4K | 0.48% | 69 |
|
|
2022
Q2 | $641K | Buy |
3,725
+100
| +3% | +$17.2K | 0.46% | 70 |
|
|
2022
Q1 | $668K | Buy |
3,625
+50
| +1% | +$9.21K | 0.41% | 73 |
|
|
2021
Q4 | $752K | Hold |
3,575
| – | – | 0.43% | 68 |
|
|
2021
Q3 | $760K | Hold |
3,575
| – | – | 0.47% | 66 |
|
|
2021
Q2 | $765K | Sell |
3,575
-60
| -2% | -$12.8K | 0.47% | 65 |
|
|
2021
Q1 | $813K | Hold |
3,635
| – | – | 0.57% | 59 |
|
|
2020
Q4 | $769K | Buy |
3,635
+75
| +2% | +$15.9K | 0.57% | 60 |
|
|
2020
Q3 | $674K | Buy |
3,560
+840
| +31% | +$159K | 0.57% | 59 |
|
|
2020
Q2 | $487K | Buy |
2,720
+420
| +18% | +$75.2K | 0.46% | 72 |
|
|
2020
Q1 | $348K | Sell |
2,300
-325
| -12% | -$49.2K | 0.38% | 77 |
|
|
2019
Q4 | $530K | Buy |
2,625
+100
| +4% | +$20.2K | 0.44% | 75 |
|
|
2019
Q3 | $493K | Hold |
2,525
| – | – | 0.44% | 78 |
|
|
2019
Q2 | $476K | Buy |
+2,525
| New | +$476K | 0.44% | 77 |
|