AWM
Avior Wealth Management’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-50
| Closed | -$4.23K | – | 1874 |
|
|
2024
Q4 | $4.23K | Hold |
50
| – | – | ﹤0.01% | 1920 |
|
|
2024
Q3 | $3.92K | Sell |
50
-26
| -34% | -$2.04K | ﹤0.01% | 1859 |
|
|
2024
Q2 | $5.02K | Hold |
76
| – | – | ﹤0.01% | 1719 |
|
|
2024
Q1 | $5.67K | Hold |
76
| – | – | ﹤0.01% | 2043 |
|
|
2023
Q4 | $5.26K | Hold |
76
| – | – | ﹤0.01% | 1129 |
|
|
2023
Q3 | $4.47K | Hold |
76
| – | – | ﹤0.01% | 1219 |
|
|
2023
Q2 | $4.58K | Hold |
76
| – | – | ﹤0.01% | 1190 |
|
|
2023
Q1 | $4.59K | Buy |
+76
| New | +$4.59K | ﹤0.01% | 1224 |
|
|
2020
Q1 | – | Sell |
-6,840
| Closed | -$352K | – | 867 |
|
|
2019
Q4 | $352K | Hold |
6,840
| – | – | 0.06% | 286 |
|
|
2019
Q3 | $314K | Hold |
6,840
| – | – | 0.06% | 291 |
|
|
2019
Q2 | $274K | Buy |
6,840
+1,380
| +25% | +$55.3K | 0.05% | 313 |
|
|
2019
Q1 | $216K | Buy |
+5,460
| New | +$216K | 0.05% | 333 |
|