IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $21.2K | Hold |
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|
2023
Q2 | $35.8K | Hold |
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|
2023
Q1 | $27.8K | Sell |
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|
2022
Q4 | $34K | Sell |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $42K | Hold |
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|
2022
Q1 | $42K | Buy |
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|
2021
Q4 | $33K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $32K | Hold |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Hold |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3K | Sell |
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|
2019
Q3 | $3K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $4K | Buy |
|