Dynasty Wealth Management’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.72M Sell
22,378
-4,525
-17% -$348K 0.03% 97
2025
Q1
$1.76M Buy
26,903
+436
+2% +$28.5K 0.03% 102
2024
Q4
$1.79M Buy
26,467
+1,330
+5% +$89.7K 0.03% 106
2024
Q3
$1.55M Buy
25,137
+1,018
+4% +$62.6K 0.05% 90
2024
Q2
$1.28M Buy
24,119
+2,945
+14% +$156K 0.04% 109
2024
Q1
$1.14M Buy
+21,174
New +$1.14M 0.04% 116