CWM
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Curi Wealth Management’s Performance Food Group PFGC Stock Holding History

Curi Wealth Management’s Portfolio PFGC Stock Details PFGC Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-88,660
Closed -$6.13M – 102
2023
Q4 		$6.13M Buy
+88,660
New +$6.13M 0.85% 40