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Avantax Advisory Services’s US Foods USFD Stock Holding History

Avantax Advisory Services’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 		$829K Sell
10,771
-3,017
-22% -$232K ﹤0.01% 1278
2025
Q1 		$903K Buy
13,788
+2,657
+24% +$174K 0.01% 1153
2024
Q4 		$751K Buy
11,131
+6,108
+122% +$412K ﹤0.01% 1194
2024
Q3 		$309K Buy
+5,023
New +$309K ﹤0.01% 1726