EverSource Wealth Advisors’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
4,941
+3,836
| +347% | +$295K | 0.02% | 555 |
|
|
2025
Q1 | $72.4K | Buy |
1,105
+628
| +132% | +$41.1K | ﹤0.01% | 1050 |
|
|
2024
Q4 | $32.2K | Buy |
477
+178
| +60% | +$12K | ﹤0.01% | 1383 |
|
|
2024
Q3 | $18.4K | Buy |
299
+39
| +15% | +$2.4K | ﹤0.01% | 1535 |
|
|
2024
Q2 | $14.1K | Buy |
260
+87
| +50% | +$4.73K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $8.68K | Buy |
173
+126
| +268% | +$6.32K | ﹤0.01% | 1767 |
|
|
2023
Q4 | $2.13K | Sell |
47
-39
| -45% | -$1.77K | ﹤0.01% | 2145 |
|
|
2023
Q3 | $3.4K | Buy |
86
+19
| +28% | +$752 | ﹤0.01% | 1844 |
|
|
2023
Q2 | $2.95K | Buy |
67
+4
| +6% | +$176 | ﹤0.01% | 1924 |
|
|
2023
Q1 | $2.33K | Buy |
63
+33
| +110% | +$1.22K | ﹤0.01% | 1893 |
|
|
2022
Q4 | $1.02K | Hold |
30
| – | – | ﹤0.01% | 2082 |
|
|
2022
Q3 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 1912 |
|