Spire Wealth Management’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8K | Buy |
+263
| New | +$16.8K | ﹤0.01% | 1576 |
|
|
2022
Q2 | – | Sell |
-754
| Closed | -$25K | – | 2675 |
|
|
2022
Q1 | $25K | Sell |
754
-88
| -10% | -$2.92K | ﹤0.01% | 1710 |
|
|
2021
Q4 | $28K | Hold |
842
| – | – | ﹤0.01% | 1982 |
|
|
2021
Q3 | $27K | Hold |
842
| – | – | ﹤0.01% | 1723 |
|
|
2021
Q2 | $27K | Hold |
842
| – | – | ﹤0.01% | 1743 |
|
|
2021
Q1 | $26K | Buy |
+842
| New | +$26K | ﹤0.01% | 2039 |
|