HighTower Advisors’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Buy |
6,739
+248
| +4% | +$15.8K | ﹤0.01% | 2648 |
|
|
2025
Q1 | $354K | Buy |
6,491
+59
| +0.9% | +$3.21K | ﹤0.01% | 2720 |
|
|
2024
Q4 | $317K | Buy |
6,432
+39
| +0.6% | +$1.92K | ﹤0.01% | 2834 |
|
|
2024
Q3 | $268K | Sell |
6,393
-93
| -1% | -$3.9K | ﹤0.01% | 2888 |
|
|
2024
Q2 | $254K | Sell |
6,486
-13
| -0.2% | -$509 | ﹤0.01% | 2831 |
|
|
2024
Q1 | $245K | Buy |
+6,499
| New | +$245K | ﹤0.01% | 2820 |
|
|
2021
Q3 | – | Sell |
-14,103
| Closed | -$450K | – | 2978 |
|
|
2021
Q2 | $450K | Buy |
14,103
+106
| +0.8% | +$3.38K | ﹤0.01% | 2112 |
|
|
2021
Q1 | $422K | Buy |
13,997
+2,211
| +19% | +$66.7K | ﹤0.01% | 2081 |
|
|
2020
Q4 | $303K | Sell |
11,786
-20
| -0.2% | -$514 | ﹤0.01% | 1893 |
|
|
2020
Q3 | $173K | Buy |
11,806
+1,354
| +13% | +$19.8K | ﹤0.01% | 2107 |
|
|
2020
Q2 | $144K | Buy |
+10,452
| New | +$144K | ﹤0.01% | 2035 |
|
|
2020
Q1 | – | Sell |
-5,687
| Closed | -$217K | – | 2089 |
|
|
2019
Q4 | $217K | Sell |
5,687
-387
| -6% | -$14.8K | ﹤0.01% | 1911 |
|
|
2019
Q3 | $245K | Buy |
+6,074
| New | +$245K | ﹤0.01% | 1921 |
|
|
2018
Q2 | – | Sell |
-17,643
| Closed | -$404K | – | 2118 |
|
|
2018
Q1 | $404K | Buy |
+17,643
| New | +$404K | ﹤0.01% | 1527 |
|