Mutual Advisors’s United Natural Foods UNFI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.69M	Sell	37,543 -2,809	-7%	-$108K	0.04%	425
2025 Q4	$1.36M	Buy	40,352 +5,553	+16%	+$206K	0.03%	469
2025 Q3	$1.39M	Buy	+34,799	New	+$954K	0.03%	468
2025 Q2	–	Sell	-14,212	Closed	-$372K	–	1201
2025 Q1	$372K	Sell	14,212 -32,228	-69%	-$934K	0.01%	828
2024 Q4	$1.3M	Hold	46,440	–	–	0.04%	396
2024 Q3	$936K	Sell	46,440 -25,129	-35%	-$359K	0.03%	502
2024 Q2	$1.09M	Sell	71,569 -9,905	-12%	-$111K	0.03%	461
2024 Q1	$936K	Buy	81,474 +50,408	+162%	+$732K	0.03%	493
2023 Q4	$504K	Sell	31,066 -4,447	-13%	-$67.6K	0.02%	653
2023 Q3	$502K	Sell	35,513 -1,377	-4%	-$26.9K	0.02%	618
2023 Q2	$721K	Buy	36,890 +6,493	+21%	+$163K	0.03%	531
2023 Q1	$801K	Buy	30,397 +47	+0.2%	+$1.71K	0.03%	492
2022 Q4	$1.17M	Hold	30,350	–	–	0.05%	366
2022 Q3	$1.04M	Buy	30,350 +18,850	+164%	+$803K	0.05%	353
2022 Q2	$453K	Hold	11,500	–	–	0.03%	559
2022 Q1	$476K	Hold	11,500	–	–	0.03%	584
2021 Q4	$564K	Hold	11,500	–	–	0.03%	541
2021 Q3	$557K	Buy	+11,500	New	+$407K	0.03%	513
2019 Q4	–	Sell	-65,400	Closed	-$753K	–	620
2019 Q3	$753K	Hold	65,400	–	–	0.1%	243
2019 Q2	$587K	Buy	65,400 +19,800	+43%	+$228K	0.08%	293
2019 Q1	$603K	Buy	45,600 +23,800	+109%	+$321K	0.09%	247
2018 Q4	$231K	Buy	+21,800	New	+$458K	0.05%	378