Bell Investment Advisors’s Performance Food Group PFGC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3K	Sell	167 -80	-32%	-$7.32K	﹤0.01%	552
2025 Q4	$22.2K	Buy	247 +80	+48%	+$7.72K	﹤0.01%	416
2025 Q3	$17.4K	Hold	167	–	–	﹤0.01%	451
2025 Q2	$14.6K	Buy	167 +6	+4%	+$500	﹤0.01%	535
2025 Q1	$12.7K	Hold	161	–	–	﹤0.01%	514
2024 Q4	$13.6K	Sell	161 -22	-12%	-$1.86K	﹤0.01%	488
2024 Q3	$14.3K	Sell	183 -9	-5%	-$631	﹤0.01%	490
2024 Q2	$12.7K	Hold	192	–	–	﹤0.01%	524
2024 Q1	$14.3K	Hold	192	–	–	﹤0.01%	462
2023 Q4	$13.3K	Sell	192 -1	-0.5%	-$61	﹤0.01%	461
2023 Q3	$11.4K	Buy	193 +36	+23%	+$2.18K	﹤0.01%	463
2023 Q2	$9.46K	Hold	157	–	–	﹤0.01%	526
2023 Q1	$9.47K	Buy	157 +18	+13%	+$1.05K	﹤0.01%	505
2022 Q4	$8.12K	Buy	139 +21	+18%	+$1.14K	﹤0.01%	570
2022 Q3	$5K	Hold	118	–	–	﹤0.01%	700
2022 Q2	$5K	Buy	+118	New	+$5.45K	﹤0.01%	726
2021 Q4	$3K	Sell	60 -32	-35%	-$1.46K	﹤0.01%	1021
2021 Q3	$4K	Buy	+92	New	+$4.24K	﹤0.01%	814