Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Buy |
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|
2025
Q2 | $211K | Buy |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $182K | Sell |
|
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|
2024
Q3 | $174K | Sell |
|
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|
2024
Q2 | $182K | Buy |
|
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|
2024
Q1 | $157K | Buy |
|
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|
2023
Q4 | $138K | Sell |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $124K | Sell |
|
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|
2023
Q1 | $138K | Buy |
|
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|
2022
Q4 | $128K | Sell |
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|
2022
Q3 | $95K | Buy |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $7K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
|
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
|