Oak Family Advisors’s Unifirst Corp UNF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,375
Closed -$235K 117
2024
Q4
$235K Sell
1,375
-1,476
-52% -$253K 0.09% 96
2024
Q3
$566K Sell
2,851
-64
-2% -$12.7K 0.17% 86
2024
Q2
$500K Buy
2,915
+93
+3% +$16K 0.17% 88
2024
Q1
$489K Sell
2,822
-35
-1% -$6.07K 0.19% 83
2023
Q4
$523K Buy
2,857
+1,212
+74% +$222K 0.22% 84
2023
Q3
$268K Sell
1,645
-122
-7% -$19.9K 0.13% 91
2023
Q2
$274K Sell
1,767
-59
-3% -$9.15K 0.13% 100
2023
Q1
$322K Buy
1,826
+1
+0.1% +$176 0.16% 90
2022
Q4
$352K Hold
1,825
0.19% 85
2022
Q3
$307K Buy
1,825
+124
+7% +$20.9K 0.16% 88
2022
Q2
$293K Buy
1,701
+39
+2% +$6.72K 0.15% 95
2022
Q1
$306K Sell
1,662
-230
-12% -$42.3K 0.12% 104
2021
Q4
$398K Buy
1,892
+75
+4% +$15.8K 0.15% 94
2021
Q3
$386K Buy
+1,817
New +$386K 0.14% 91