Blue Zone Wealth Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-104,890
| Closed | -$3.57M | – | 90 |
|
|
2022
Q4 | $3.57M | Buy |
104,890
+1,048
| +1% | +$35.7K | 1.91% | 17 |
|
|
2022
Q3 | $2.75M | Buy |
103,842
+779
| +0.8% | +$20.6K | 1.42% | 27 |
|
|
2022
Q2 | $3.16M | Buy |
103,063
+1,183
| +1% | +$36.3K | 1.43% | 23 |
|
|
2022
Q1 | $3.83M | Buy |
101,880
+6,300
| +7% | +$237K | 1.43% | 28 |
|
|
2021
Q4 | $3.33M | Buy |
95,580
+4,400
| +5% | +$153K | 1.1% | 33 |
|
|
2021
Q3 | $3.16M | Buy |
91,180
+19,810
| +28% | +$687K | 1.1% | 31 |
|
|
2021
Q2 | $2.74M | Sell |
71,370
-90
| -0.1% | -$3.45K | 1.03% | 38 |
|
|
2021
Q1 | $2.72M | Sell |
71,460
-1,010
| -1% | -$38.5K | 1.16% | 28 |
|
|
2020
Q4 | $2.41M | Buy |
72,470
+4,134
| +6% | +$138K | 1.16% | 28 |
|
|
2020
Q3 | $1.52M | Sell |
68,336
-15,126
| -18% | -$336K | 0.86% | 36 |
|
|
2020
Q2 | $1.65M | Buy |
+83,462
| New | +$1.65M | 0.92% | 33 |
|