Creative Planning’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Buy |
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|
2025
Q2 | $1.8M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $798K | Buy |
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|
2024
Q2 | $606K | Buy |
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|
2024
Q1 | $524K | Buy |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $221K | Sell |
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|
2023
Q2 | $315K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $222K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3K | Buy |
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