Steward Partners Investment Advisory’s Chefs' Warehouse CHEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $362K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $4.68K | Sell |
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|
2023
Q2 | $18.6K | Hold |
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|
2023
Q1 | $17.7K | Sell |
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|
2022
Q4 | $23.3K | Sell |
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|
2022
Q3 | $29K | Hold |
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|
2022
Q2 | $39K | Sell |
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|
2022
Q1 | $37K | Sell |
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|
2021
Q4 | $45K | Sell |
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|
2021
Q3 | $50K | Buy |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $37.7K | Buy |
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|
2020
Q4 | $31K | Buy |
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|
2020
Q3 | $10K | Sell |
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|
2020
Q2 | $12K | Buy |
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|
2020
Q1 | $1K | Buy |
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