CX Institutional’s Performance Food Group PFGC Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.94M Buy
22,203
+3,066
+16% +$268K 0.07% 197
2025
Q1
$1.51M Sell
19,137
-445
-2% -$35K 0.06% 222
2024
Q4
$1.66M Sell
19,582
-225
-1% -$19K 0.07% 191
2024
Q3
$1.55M Buy
19,807
+2,641
+15% +$207K 0.07% 220
2024
Q2
$1.13M Sell
17,166
-128
-0.7% -$8.46K 0.05% 263
2024
Q1
$1.29M Sell
17,294
-58,000
-77% -$4.33M 0.06% 243
2023
Q4
$5.21M Buy
75,294
+18,005
+31% +$1.25M 0.28% 97
2023
Q3
$3.37M Buy
+57,289
New +$3.37M 0.19% 139
2019
Q3
Sell
-27
Closed -$1K 915
2019
Q2
$1K Buy
+27
New +$1K ﹤0.01% 887