Capstone Investment Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,027
| Closed | -$407K | – | 851 |
|
|
2024
Q4 | $407K | Buy |
6,027
+1,877
| +45% | +$127K | ﹤0.01% | 547 |
|
|
2024
Q3 | $255K | Sell |
4,150
-7,679
| -65% | -$472K | ﹤0.01% | 603 |
|
|
2024
Q2 | $627K | Buy |
11,829
+1,690
| +17% | +$89.5K | ﹤0.01% | 477 |
|
|
2024
Q1 | $547K | Buy |
+10,139
| New | +$547K | ﹤0.01% | 796 |
|
|
2023
Q3 | – | Sell |
-15,070
| Closed | -$663K | – | 1307 |
|
|
2023
Q2 | $663K | Buy |
+15,070
| New | +$663K | ﹤0.01% | 378 |
|
|
2017
Q3 | – | Sell |
-32,147
| Closed | -$875K | – | 627 |
|
|
2017
Q2 | $875K | Buy |
+32,147
| New | +$875K | 0.02% | 280 |
|