Coppell Advisory Solutions’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,036
| Closed | -$1.21M | – | 421 |
|
|
2025
Q1 | $1.21M | Buy |
9,036
+8,953
| +10,787% | +$1.2M | 0.17% | 134 |
|
|
2024
Q4 | $6.99K | Buy |
+83
| New | +$6.99K | ﹤0.01% | 1233 |
|
|
2023
Q4 | – | Sell |
-783
| Closed | -$45.7K | – | 1839 |
|
|
2023
Q3 | $45.7K | Buy |
+783
| New | +$45.7K | 0.02% | 335 |
|
|
2023
Q1 | – | Sell |
-783
| Closed | -$45.7K | – | 814 |
|
|
2022
Q4 | $45.7K | Buy |
+783
| New | +$45.7K | 0.02% | 338 |
|