DWAM
Duncan Williams Asset Management’s US Foods USFD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $931K | Buy |
12,088
+1,788
| +17% | +$138K | 0.29% | 54 |
|
2025
Q1 | $674K | Buy |
10,300
+864
| +9% | +$56.6K | 0.24% | 69 |
|
2024
Q4 | $637K | Sell |
9,436
-51
| -0.5% | -$3.44K | 0.25% | 72 |
|
2024
Q3 | $583K | Buy |
9,487
+1,332
| +16% | +$81.9K | 0.32% | 59 |
|
2024
Q2 | $432K | Buy |
8,155
+1,196
| +17% | +$63.4K | 0.36% | 45 |
|
2024
Q1 | $376K | Buy |
+6,959
| New | +$376K | 0.34% | 48 |
|