Avior Wealth Management’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,000
| Closed | -$1.9M | – | 780 |
|
|
2025
Q1 | $1.9M | Hold |
29,000
| – | – | 0.07% | 181 |
|
|
2024
Q4 | $1.96M | Hold |
29,000
| – | – | 0.07% | 180 |
|
|
2024
Q3 | $1.78M | Hold |
29,000
| – | – | 0.07% | 182 |
|
|
2024
Q2 | $1.54M | Sell |
29,000
-267
| -0.9% | -$14.1K | 0.07% | 194 |
|
|
2024
Q1 | $1.58M | Buy |
+29,267
| New | +$1.58M | 0.07% | 195 |
|
|
2021
Q2 | – | Sell |
-5,782
| Closed | -$220K | – | 1141 |
|
|
2021
Q1 | $220K | Hold |
5,782
| – | – | 0.02% | 388 |
|
|
2020
Q4 | $192K | Hold |
5,782
| – | – | 0.02% | 379 |
|
|
2020
Q3 | $128K | Sell |
5,782
-1,710
| -23% | -$37.9K | 0.02% | 420 |
|
|
2020
Q2 | $147K | Sell |
7,492
-748
| -9% | -$14.7K | 0.02% | 401 |
|
|
2020
Q1 | $145K | Buy |
8,240
+370
| +5% | +$6.51K | 0.03% | 386 |
|
|
2019
Q4 | $329K | Buy |
+7,870
| New | +$329K | 0.05% | 307 |
|