DIP
Davis Investment Partners’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,554
| Closed | -$1.11M | – | 167 |
|
|
2025
Q1 | $1.11M | Sell |
17,554
-10,270
| -37% | -$652K | 0.49% | 34 |
|
|
2024
Q4 | $1.87M | Sell |
27,824
-1,040
| -4% | -$70K | 0.79% | 20 |
|
|
2024
Q3 | $1.78M | Buy |
28,864
+193
| +0.7% | +$11.9K | 0.74% | 24 |
|
|
2024
Q2 | $1.5M | Buy |
28,671
+5,839
| +26% | +$306K | 0.62% | 29 |
|
|
2024
Q1 | $1.18M | Buy |
22,832
+222
| +1% | +$11.5K | 0.52% | 35 |
|
|
2023
Q4 | $1.04M | Buy |
22,610
+1,815
| +9% | +$83.3K | 0.5% | 36 |
|
|
2023
Q3 | $788K | Buy |
20,795
+2,632
| +14% | +$99.7K | 0.42% | 41 |
|
|
2023
Q2 | $802K | Hold |
18,163
| – | – | 0.38% | 46 |
|
|
2023
Q1 | $662K | Hold |
18,163
| – | – | 0.35% | 47 |
|
|
2022
Q4 | $668K | Buy |
+18,163
| New | +$668K | 0.34% | 54 |
|