Dynasty Wealth Management’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $767K | Sell |
8,769
-1,180
| -12% | -$103K | 0.01% | 150 |
|
|
2025
Q1 | $782K | Buy |
9,949
+81
| +0.8% | +$6.37K | 0.01% | 166 |
|
|
2024
Q4 | $834K | Sell |
9,868
-591
| -6% | -$50K | 0.01% | 160 |
|
|
2024
Q3 | $820K | Sell |
10,459
-471
| -4% | -$36.9K | 0.02% | 144 |
|
|
2024
Q2 | $723K | Buy |
10,930
+1,261
| +13% | +$83.4K | 0.02% | 156 |
|
|
2024
Q1 | $722K | Buy |
+9,669
| New | +$722K | 0.02% | 153 |
|