Creative Planning’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Buy |
17,445
+746
| +4% | +$65.3K | ﹤0.01% | 1529 |
|
|
2025
Q1 | $1.31M | Buy |
16,699
+3,357
| +25% | +$264K | ﹤0.01% | 1499 |
|
|
2024
Q4 | $1.13M | Buy |
13,342
+1,658
| +14% | +$140K | ﹤0.01% | 1547 |
|
|
2024
Q3 | $916K | Buy |
11,684
+140
| +1% | +$11K | ﹤0.01% | 1586 |
|
|
2024
Q2 | $763K | Buy |
11,544
+5,849
| +103% | +$387K | ﹤0.01% | 1610 |
|
|
2024
Q1 | $425K | Sell |
5,695
-12
| -0.2% | -$896 | ﹤0.01% | 1964 |
|
|
2023
Q4 | $395K | Buy |
5,707
+1,403
| +33% | +$97K | ﹤0.01% | 1877 |
|
|
2023
Q3 | $253K | Buy |
4,304
+757
| +21% | +$44.6K | ﹤0.01% | 2063 |
|
|
2023
Q2 | $214K | Sell |
3,547
-512
| -13% | -$30.8K | ﹤0.01% | 2156 |
|
|
2023
Q1 | $245K | Buy |
4,059
+254
| +7% | +$15.3K | ﹤0.01% | 1964 |
|
|
2022
Q4 | $222K | Buy |
+3,805
| New | +$222K | ﹤0.01% | 1941 |
|