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Atria Wealth Solutions’s US Foods USFD Stock Holding History

Atria Wealth Solutions’s Portfolio USFD Stock Details USFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,087
Closed -$202K – 1898
2025
Q1 		$202K Sell
3,087
-308
-9% -$20.2K ﹤0.01% 1706
2024
Q4 		$229K Sell
3,395
-890
-21% -$60K ﹤0.01% 1706
2024
Q3 		$264K Buy
+4,285
New +$264K ﹤0.01% 1581