Corient Private Wealth’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
$7.41M Buy
96,277
+45,602
+90% +$3.51M 0.01% 648
2025
Q1
$3.32M Buy
50,675
+2,713
+6% +$178K 0.01% 807
2024
Q4
$3.24M Sell
47,962
-2,497
-5% -$168K 0.01% 829
2024
Q3
$3.1M Buy
50,459
+760
+2% +$46.7K ﹤0.01% 894
2024
Q2
$2.63M Sell
49,699
-21
-0% -$1.11K ﹤0.01% 911
2024
Q1
$2.68M Sell
49,720
-399
-0.8% -$21.5K ﹤0.01% 904
2023
Q4
$2.28M Buy
50,119
+3,479
+7% +$158K ﹤0.01% 941
2023
Q3
$1.85M Buy
46,640
+1,640
+4% +$65.1K ﹤0.01% 944
2023
Q2
$1.98M Buy
+45,000
New +$1.98M ﹤0.01% 901