Mutual 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 |
-14,212
| Closed | -$372K | – | 1200 |
|
|
2025
Q1 | $372K | Sell |
14,212
-32,228
| -69% | -$845K | 0.01% | 827 |
|
|
2024
Q4 | $1.3M | Hold |
46,440
| – | – | 0.04% | 396 |
|
|
2024
Q3 | $936K | Sell |
46,440
-25,129
| -35% | -$506K | 0.03% | 502 |
|
|
2024
Q2 | $1.09M | Sell |
71,569
-9,905
| -12% | -$151K | 0.03% | 461 |
|
|
2024
Q1 | $936K | Buy |
81,474
+50,408
| +162% | +$579K | 0.03% | 493 |
|
|
2023
Q4 | $504K | Sell |
31,066
-4,447
| -13% | -$72.2K | 0.02% | 652 |
|
|
2023
Q3 | $502K | Sell |
35,513
-1,377
| -4% | -$19.5K | 0.02% | 617 |
|
|
2023
Q2 | $721K | Buy |
36,890
+6,493
| +21% | +$127K | 0.03% | 530 |
|
|
2023
Q1 | $801K | Buy |
30,397
+47
| +0.2% | +$1.24K | 0.03% | 492 |
|
|
2022
Q4 | $1.17M | Hold |
30,350
| – | – | 0.05% | 366 |
|
|
2022
Q3 | $1.04M | Buy |
30,350
+18,850
| +164% | +$648K | 0.05% | 352 |
|
|
2022
Q2 | $453K | Hold |
11,500
| – | – | 0.03% | 558 |
|
|
2022
Q1 | $476K | Hold |
11,500
| – | – | 0.03% | 583 |
|
|
2021
Q4 | $564K | Hold |
11,500
| – | – | 0.03% | 540 |
|
|
2021
Q3 | $557K | Buy |
+11,500
| New | +$557K | 0.03% | 512 |
|
|
2019
Q4 | – | Sell |
-65,400
| Closed | -$753K | – | 616 |
|
|
2019
Q3 | $753K | Hold |
65,400
| – | – | 0.1% | 243 |
|
|
2019
Q2 | $587K | Buy |
65,400
+19,800
| +43% | +$178K | 0.08% | 293 |
|
|
2019
Q1 | $603K | Buy |
45,600
+23,800
| +109% | +$315K | 0.09% | 247 |
|
|
2018
Q4 | $231K | Buy |
+21,800
| New | +$231K | 0.05% | 378 |
|