CAPTRUST Financial 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
Q2 | $2.27M | Buy |
29,531
+1,297
| +5% | +$99.9K | 0.01% | 922 |
|
|
2025
Q1 | $1.85M | Buy |
28,234
+11,631
| +70% | +$761K | ﹤0.01% | 943 |
|
|
2024
Q4 | $1.12M | Buy |
16,603
+6,804
| +69% | +$459K | ﹤0.01% | 1171 |
|
|
2024
Q3 | $603K | Sell |
9,799
-414
| -4% | -$25.5K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $541K | Buy |
10,213
+1,344
| +15% | +$71.2K | ﹤0.01% | 1461 |
|
|
2024
Q1 | $479K | Sell |
8,869
-7,906
| -47% | -$427K | ﹤0.01% | 1505 |
|
|
2023
Q4 | $762K | Buy |
16,775
+162
| +1% | +$7.36K | ﹤0.01% | 1445 |
|
|
2023
Q3 | $660K | Buy |
16,613
+5,027
| +43% | +$200K | ﹤0.01% | 1461 |
|
|
2023
Q2 | $510K | Buy |
11,586
+4,415
| +62% | +$194K | ﹤0.01% | 1615 |
|
|
2023
Q1 | $265K | Sell |
7,171
-1,249
| -15% | -$46.1K | ﹤0.01% | 1841 |
|
|
2022
Q4 | $286K | Sell |
8,420
-412
| -5% | -$14K | ﹤0.01% | 1696 |
|
|
2022
Q3 | $234K | Buy |
8,832
+6,277
| +246% | +$166K | ﹤0.01% | 1723 |
|
|
2022
Q2 | $78K | Buy |
2,555
+411
| +19% | +$12.5K | ﹤0.01% | 2404 |
|
|
2022
Q1 | $81K | Buy |
2,144
+493
| +30% | +$18.6K | ﹤0.01% | 2430 |
|
|
2021
Q4 | $58K | Sell |
1,651
-21
| -1% | -$738 | ﹤0.01% | 2563 |
|
|
2021
Q3 | $58K | Sell |
1,672
-1
| -0.1% | -$35 | ﹤0.01% | 2484 |
|
|
2021
Q2 | $64K | Sell |
1,673
-2,173
| -57% | -$83.1K | ﹤0.01% | 2358 |
|
|
2021
Q1 | $147K | Buy |
3,846
+245
| +7% | +$9.36K | ﹤0.01% | 1696 |
|
|
2020
Q4 | $120K | Buy |
3,601
+1,527
| +74% | +$50.9K | ﹤0.01% | 1417 |
|
|
2020
Q3 | $47K | Buy |
2,074
+1,770
| +582% | +$40.1K | ﹤0.01% | 1659 |
|
|
2020
Q2 | $6K | Buy |
+304
| New | +$6K | ﹤0.01% | 2365 |
|
|
2019
Q4 | – | Sell |
-2,040
| Closed | -$84K | – | 1774 |
|
|
2019
Q3 | $84K | Hold |
2,040
| – | – | ﹤0.01% | 831 |
|
|
2019
Q2 | $73K | Hold |
2,040
| – | – | ﹤0.01% | 862 |
|
|
2019
Q1 | $71K | Hold |
2,040
| – | – | ﹤0.01% | 816 |
|
|
2018
Q4 | $65K | Hold |
2,040
| – | – | ﹤0.01% | 703 |
|
|
2018
Q3 | $63K | Sell |
2,040
-1,825
| -47% | -$56.4K | ﹤0.01% | 715 |
|
|
2018
Q2 | $146K | Hold |
3,865
| – | – | 0.01% | 427 |
|
|
2018
Q1 | $124K | Buy |
3,865
+2,735
| +242% | +$87.7K | 0.01% | 406 |
|
|
2017
Q4 | $36K | Buy |
+1,130
| New | +$36K | ﹤0.01% | 653 |
|