Creative Planning’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
Q2 | $1.53M | Buy |
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|
2025
Q1 | $1.31M | Buy |
|
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|
2024
Q4 | $1.13M | Buy |
|
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|
2024
Q3 | $916K | Buy |
|
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|
2024
Q2 | $763K | Buy |
|
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|
2024
Q1 | $425K | Sell |
|
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|
2023
Q4 | $395K | Buy |
|
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|
2023
Q3 | $253K | Buy |
|
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $245K | Buy |
|
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|
2022
Q4 | $222K | Buy |
|