J.P. Morgan Private Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-16,249
| Closed | -$798K | – | 2077 |
|
|
2021
Q4 | $798K | Buy |
+16,249
| New | +$798K | ﹤0.01% | 1355 |
|
|
2018
Q1 | – | Sell |
-5,158
| Closed | -$254K | – | 1374 |
|
|
2017
Q4 | $254K | Sell |
5,158
-75
| -1% | -$3.69K | ﹤0.01% | 1108 |
|
|
2017
Q3 | $218K | Buy |
+5,233
| New | +$218K | ﹤0.01% | 1130 |
|
|
2017
Q2 | – | Sell |
-5,960
| Closed | -$257K | – | 1352 |
|
|
2017
Q1 | $257K | Buy |
5,960
+398
| +7% | +$17.2K | ﹤0.01% | 1142 |
|
|
2016
Q4 | $266K | Sell |
5,562
-1,506
| -21% | -$72K | ﹤0.01% | 1054 |
|
|
2016
Q3 | $283K | Sell |
7,068
-598
| -8% | -$23.9K | ﹤0.01% | 1013 |
|
|
2016
Q2 | $359K | Buy |
7,666
+2,674
| +54% | +$125K | ﹤0.01% | 901 |
|
|
2016
Q1 | $201K | Sell |
4,992
-989
| -17% | -$39.8K | ﹤0.01% | 1081 |
|
|
2015
Q4 | $235K | Sell |
5,981
-29,239
| -83% | -$1.15M | ﹤0.01% | 966 |
|
|
2015
Q3 | $1.71M | Buy |
35,220
+6,266
| +22% | +$304K | 0.02% | 367 |
|
|
2015
Q2 | $1.84M | Buy |
28,954
+1,632
| +6% | +$104K | 0.02% | 384 |
|
|
2015
Q1 | $2.11M | Buy |
27,322
+1,944
| +8% | +$150K | 0.02% | 370 |
|
|
2014
Q4 | $1.96M | Buy |
25,378
+4,427
| +21% | +$342K | 0.02% | 377 |
|
|
2014
Q3 | $1.29M | Buy |
20,951
+3,305
| +19% | +$203K | 0.02% | 447 |
|
|
2014
Q2 | $1.15M | Buy |
17,646
+2,063
| +13% | +$134K | 0.02% | 385 |
|
|
2014
Q1 | $1.11M | Buy |
15,583
+2,293
| +17% | +$163K | 0.02% | 382 |
|
|
2013
Q4 | $1M | Buy |
13,290
+1,901
| +17% | +$143K | 0.02% | 347 |
|
|
2013
Q3 | $766K | Buy |
11,389
+2,941
| +35% | +$198K | 0.02% | 366 |
|
|
2013
Q2 | $456K | Buy |
+8,448
| New | +$456K | 0.01% | 425 |
|