Spire Wealth Management’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 | $18.5K | Sell |
792
-1,533
| -66% | -$35.7K | ﹤0.01% | 1539 |
|
2025
Q1 | $63.7K | Sell |
2,325
-12
| -0.5% | -$329 | ﹤0.01% | 1197 |
|
2024
Q4 | $63.8K | Sell |
2,337
-1,913
| -45% | -$52.2K | ﹤0.01% | 1193 |
|
2024
Q3 | $71.5K | Hold |
4,250
| – | – | ﹤0.01% | 1025 |
|
2024
Q2 | $55.7K | Buy |
4,250
+1,020
| +32% | +$13.4K | ﹤0.01% | 1079 |
|
2024
Q1 | $37.1K | Buy |
3,230
+1,310
| +68% | +$15.1K | ﹤0.01% | 1311 |
|
2023
Q4 | $28.1K | Hold |
1,920
| – | – | ﹤0.01% | 1413 |
|
2023
Q3 | $27.1K | Hold |
1,920
| – | – | ﹤0.01% | 1388 |
|
2023
Q2 | $37.5K | Sell |
1,920
-86
| -4% | -$1.68K | ﹤0.01% | 1324 |
|
2023
Q1 | $52.9K | Buy |
2,006
+748
| +59% | +$19.7K | ﹤0.01% | 1181 |
|
2022
Q4 | $49K | Buy |
1,258
+43
| +4% | +$1.68K | ﹤0.01% | 1001 |
|
2022
Q3 | $42K | Sell |
1,215
-490
| -29% | -$16.9K | ﹤0.01% | 1015 |
|
2022
Q2 | $67K | Sell |
1,705
-1,705
| -50% | -$67K | ﹤0.01% | 1178 |
|
2022
Q1 | $141K | Sell |
3,410
-440
| -11% | -$18.2K | ﹤0.01% | 1048 |
|
2021
Q4 | $189K | Sell |
3,850
-550
| -13% | -$27K | ﹤0.01% | 1122 |
|
2021
Q3 | $213K | Sell |
4,400
-2,860
| -39% | -$138K | 0.01% | 891 |
|
2021
Q2 | $268K | Sell |
7,260
-2,850
| -28% | -$105K | 0.01% | 822 |
|
2021
Q1 | $333K | Buy |
+10,110
| New | +$333K | 0.01% | 808 |
|