IFP Advisors’s United Natural Foods UNFI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$27 | – | 3255 |
|
|
2025
Q1 | $27 | Sell |
1
-483
| -100% | -$13K | ﹤0.01% | 4133 |
|
|
2024
Q4 | $13.2K | Buy |
+484
| New | +$13.2K | ﹤0.01% | 2431 |
|
|
2023
Q4 | – | Sell |
-90
| Closed | -$1.27K | – | 3352 |
|
|
2023
Q3 | $1.27K | Sell |
90
-20
| -18% | -$283 | ﹤0.01% | 2945 |
|
|
2023
Q2 | $2.15K | Hold |
110
| – | – | ﹤0.01% | 2854 |
|
|
2023
Q1 | $5.1K | Sell |
110
-135
| -55% | -$6.26K | ﹤0.01% | 2556 |
|
|
2022
Q4 | $11K | Buy |
245
+10
| +4% | +$449 | ﹤0.01% | 3343 |
|
|
2022
Q3 | $10K | Hold |
235
| – | – | ﹤0.01% | 3673 |
|
|
2022
Q2 | $10K | Hold |
235
| – | – | ﹤0.01% | 3428 |
|
|
2022
Q1 | $10K | Buy |
+235
| New | +$10K | ﹤0.01% | 3428 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4557 |
|
|
2021
Q2 | – | Sell |
-200
| Closed | -$7K | – | 4350 |
|
|
2021
Q1 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 2277 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4037 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3884 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3707 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3629 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3597 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3632 |
|
|
2019
Q1 | – | Sell |
-398
| Closed | -$4K | – | 3367 |
|
|
2018
Q4 | $4K | Sell |
398
-704
| -64% | -$7.08K | ﹤0.01% | 2918 |
|
|
2018
Q3 | $33K | Buy |
1,102
+398
| +57% | +$11.9K | ﹤0.01% | 2134 |
|
|
2018
Q2 | $30K | Sell |
704
-19
| -3% | -$810 | ﹤0.01% | 2204 |
|
|
2018
Q1 | $36K | Hold |
723
| – | – | ﹤0.01% | 2007 |
|
|
2017
Q4 | $36K | Sell |
723
-19
| -3% | -$946 | ﹤0.01% | 2002 |
|
|
2017
Q3 | $31K | Buy |
742
+64
| +9% | +$2.67K | ﹤0.01% | 2296 |
|
|
2017
Q2 | $25K | Buy |
678
+11
| +2% | +$406 | ﹤0.01% | 2431 |
|
|
2017
Q1 | $29K | Buy |
667
+640
| +2,370% | +$27.8K | ﹤0.01% | 2245 |
|
|
2016
Q4 | $1K | Hold |
27
| – | – | ﹤0.01% | 3820 |
|
|
2016
Q3 | $1K | Buy |
27
+1
| +4% | +$37 | ﹤0.01% | 3760 |
|
|
2016
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3674 |
|
|
2016
Q1 | – | Sell |
-50
| Closed | -$2K | – | 3405 |
|
|
2015
Q4 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3357 |
|