Carson Wealth (CWM LLC)’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.97M | Buy |
64,502
+14,577
| +29% | +$1.12M | 0.02% | 586 |
|
|
2025
Q1 | $3.27M | Buy |
49,925
+23,841
| +91% | +$1.56M | 0.01% | 651 |
|
|
2024
Q4 | $1.76M | Buy |
26,084
+18,696
| +253% | +$1.26M | 0.01% | 832 |
|
|
2024
Q3 | $454K | Buy |
7,388
+3,300
| +81% | +$203K | ﹤0.01% | 1356 |
|
|
2024
Q2 | $217K | Buy |
4,088
+2,262
| +124% | +$120K | ﹤0.01% | 1543 |
|
|
2024
Q1 | $99K | Buy |
1,826
+867
| +90% | +$47K | ﹤0.01% | 1890 |
|
|
2023
Q4 | $44K | Sell |
959
-163
| -15% | -$7.48K | ﹤0.01% | 2256 |
|
|
2023
Q3 | $45K | Sell |
1,122
-80
| -7% | -$3.21K | ﹤0.01% | 2131 |
|
|
2023
Q2 | $53K | Buy |
1,202
+78
| +7% | +$3.44K | ﹤0.01% | 1945 |
|
|
2023
Q1 | $42K | Sell |
1,124
-285
| -20% | -$10.6K | ﹤0.01% | 1994 |
|
|
2022
Q4 | $48K | Buy |
1,409
+708
| +101% | +$24.1K | ﹤0.01% | 1769 |
|
|
2022
Q3 | $19K | Sell |
701
-615
| -47% | -$16.7K | ﹤0.01% | 2265 |
|
|
2022
Q2 | $40K | Buy |
1,316
+227
| +21% | +$6.9K | ﹤0.01% | 1733 |
|
|
2022
Q1 | $41K | Buy |
1,089
+800
| +277% | +$30.1K | ﹤0.01% | 1693 |
|
|
2021
Q4 | $10K | Buy |
+289
| New | +$10K | ﹤0.01% | 2365 |
|
|
2021
Q2 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2021
Q1 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q4 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q3 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q2 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2020
Q1 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2019
Q4 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2019
Q3 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2019
Q2 | $11K | Hold |
297
| – | – | ﹤0.01% | 2070 |
|
|
2019
Q1 | $11K | Buy |
+297
| New | +$11K | ﹤0.01% | 2070 |
|
|
2018
Q4 | – | Sell |
-64
| Closed | -$2K | – | 2245 |
|
|
2018
Q3 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 1571 |
|