IFP 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 | – | Hold |
0
| – | -$163 | – | 2718 |
|
|
2025
Q1 | – | Hold |
0
| – | -$148 | – | 3730 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 3873 |
|
|
2023
Q4 | – | Sell |
-1,000
| Closed | -$21.2K | – | 3094 |
|
|
2023
Q3 | $21.2K | Hold |
1,000
| – | – | ﹤0.01% | 1921 |
|
|
2023
Q2 | $35.8K | Hold |
1,000
| – | – | ﹤0.01% | 1756 |
|
|
2023
Q1 | $27.8K | Sell |
1,000
-100
| -9% | -$2.78K | ﹤0.01% | 1870 |
|
|
2022
Q4 | $34K | Sell |
1,100
-131
| -11% | -$4.05K | ﹤0.01% | 2503 |
|
|
2022
Q3 | $42K | Sell |
1,231
-45
| -4% | -$1.54K | ﹤0.01% | 2497 |
|
|
2022
Q2 | $42K | Hold |
1,276
| – | – | ﹤0.01% | 2278 |
|
|
2022
Q1 | $42K | Buy |
1,276
+276
| +28% | +$9.09K | ﹤0.01% | 2278 |
|
|
2021
Q4 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1695 |
|
|
2021
Q3 | $33K | Hold |
1,000
| – | – | ﹤0.01% | 1704 |
|
|
2021
Q2 | $32K | Hold |
1,000
| – | – | ﹤0.01% | 1716 |
|
|
2021
Q1 | $30K | Buy |
+1,000
| New | +$30K | ﹤0.01% | 1656 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3080 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2957 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2841 |
|
|
2020
Q1 | – | Sell |
-69
| Closed | -$3K | – | 2848 |
|
|
2019
Q4 | $3K | Sell |
69
-9
| -12% | -$391 | ﹤0.01% | 2339 |
|
|
2019
Q3 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 2506 |
|
|
2019
Q1 | – | Sell |
-145
| Closed | -$5K | – | 2504 |
|
|
2018
Q4 | $5K | Sell |
145
-6
| -4% | -$207 | ﹤0.01% | 2776 |
|
|
2018
Q3 | $5K | Hold |
151
| – | – | ﹤0.01% | 3145 |
|
|
2018
Q2 | $4K | Buy |
+151
| New | +$4K | ﹤0.01% | 3292 |
|