Creative Planning’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 | $1.8M | Buy |
23,413
+2,032
| +10% | +$156K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $1.4M | Buy |
21,381
+1,899
| +10% | +$124K | ﹤0.01% | 1445 |
|
|
2024
Q4 | $1.31M | Buy |
19,482
+6,504
| +50% | +$439K | ﹤0.01% | 1438 |
|
|
2024
Q3 | $798K | Buy |
12,978
+1,547
| +14% | +$95.1K | ﹤0.01% | 1703 |
|
|
2024
Q2 | $606K | Buy |
11,431
+1,727
| +18% | +$91.5K | ﹤0.01% | 1793 |
|
|
2024
Q1 | $524K | Buy |
9,704
+3,321
| +52% | +$179K | ﹤0.01% | 1816 |
|
|
2023
Q4 | $290K | Buy |
6,383
+825
| +15% | +$37.5K | ﹤0.01% | 2105 |
|
|
2023
Q3 | $221K | Sell |
5,558
-1,606
| -22% | -$63.8K | ﹤0.01% | 2165 |
|
|
2023
Q2 | $315K | Buy |
+7,164
| New | +$315K | ﹤0.01% | 1867 |
|
|
2020
Q3 | – | Sell |
-10,751
| Closed | -$212K | – | 2021 |
|
|
2020
Q2 | $212K | Buy |
+10,751
| New | +$212K | ﹤0.01% | 1474 |
|
|
2018
Q3 | – | Sell |
-5,869
| Closed | -$222K | – | 2005 |
|
|
2018
Q2 | $222K | Buy |
+5,869
| New | +$222K | ﹤0.01% | 1558 |
|
|
2017
Q3 | – | Sell |
-100
| Closed | -$3K | – | 3515 |
|
|
2017
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 4131 |
|