Carolina 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77K | Hold |
1,000
| – | – | 0.04% | 82 |
|
|
2025
Q1 | $65.5K | Hold |
1,000
| – | – | 0.04% | 83 |
|
|
2024
Q4 | $67.5K | Hold |
1,000
| – | – | 0.04% | 92 |
|
|
2024
Q3 | $61.5K | Hold |
1,000
| – | – | 0.03% | 100 |
|
|
2024
Q2 | $53K | Hold |
1,000
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $54K | Hold |
1,000
| – | – | 0.03% | 103 |
|
|
2023
Q4 | $45.4K | Hold |
1,000
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $39.7K | Hold |
1,000
| – | – | 0.02% | 128 |
|
|
2023
Q2 | $44K | Hold |
1,000
| – | – | 0.03% | 109 |
|
|
2023
Q1 | $36.9K | Hold |
1,000
| – | – | 0.02% | 117 |
|
|
2022
Q4 | $34K | Sell |
1,000
-54
| -5% | -$1.84K | 0.02% | 112 |
|
|
2022
Q3 | $28K | Hold |
1,054
| – | – | 0.02% | 117 |
|
|
2022
Q2 | $32K | Hold |
1,054
| – | – | 0.02% | 129 |
|
|
2022
Q1 | $40K | Hold |
1,054
| – | – | 0.03% | 131 |
|
|
2021
Q4 | $37K | Hold |
1,054
| – | – | 0.02% | 145 |
|
|
2021
Q3 | $37K | Hold |
1,054
| – | – | 0.02% | 140 |
|
|
2021
Q2 | $40K | Sell |
1,054
-152
| -13% | -$5.77K | 0.03% | 138 |
|
|
2021
Q1 | $46K | Sell |
1,206
-556
| -32% | -$21.2K | 0.03% | 137 |
|
|
2020
Q4 | $59K | Buy |
1,762
+98
| +6% | +$3.28K | 0.05% | 70 |
|
|
2020
Q3 | $37K | Buy |
1,664
+903
| +119% | +$20.1K | 0.03% | 69 |
|
|
2020
Q2 | $15K | Buy |
761
+200
| +36% | +$3.94K | 0.01% | 100 |
|
|
2020
Q1 | $10K | Buy |
+561
| New | +$10K | 0.01% | 107 |
|