Bartlett & Co 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 | $7.47K | Hold |
97
| – | – | ﹤0.01% | 946 |
|
|
2025
Q1 | $6.35K | Hold |
97
| – | – | ﹤0.01% | 960 |
|
|
2024
Q4 | $6.54K | Hold |
97
| – | – | ﹤0.01% | 946 |
|
|
2024
Q3 | $5.97K | Hold |
97
| – | – | ﹤0.01% | 961 |
|
|
2024
Q2 | $5.14K | Hold |
97
| – | – | ﹤0.01% | 982 |
|
|
2024
Q1 | $5.24K | Hold |
97
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $4.42K | Hold |
97
| – | – | ﹤0.01% | 1091 |
|
|
2023
Q3 | $3.85K | Hold |
97
| – | – | ﹤0.01% | 1022 |
|
|
2023
Q2 | $4.27K | Hold |
97
| – | – | ﹤0.01% | 1004 |
|
|
2023
Q1 | $3.58K | Hold |
97
| – | – | ﹤0.01% | 940 |
|
|
2022
Q4 | $3.3K | Hold |
97
| – | – | ﹤0.01% | 973 |
|
|
2022
Q3 | $2.57K | Hold |
97
| – | – | ﹤0.01% | 1022 |
|
|
2022
Q2 | $2.98K | Hold |
97
| – | – | ﹤0.01% | 1124 |
|
|
2022
Q1 | $3.65K | Buy |
+97
| New | +$3.65K | ﹤0.01% | 949 |
|
|
2021
Q4 | – | Sell |
-97
| Closed | -$3.36K | – | 864 |
|
|
2021
Q3 | $3.36K | Sell |
97
-48
| -33% | -$1.66K | ﹤0.01% | 813 |
|
|
2021
Q2 | $5.56K | Hold |
145
| – | – | ﹤0.01% | 747 |
|
|
2021
Q1 | $5.53K | Hold |
145
| – | – | ﹤0.01% | 782 |
|
|
2020
Q4 | $4.83K | Buy |
+145
| New | +$4.83K | ﹤0.01% | 793 |
|