Forum Financial Management’s Performance Food Group PFGC Stock Holding History

Forum Financial Management’s Portfolio PFGC Stock Details PFGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy
2025 Q1	$258K	Buy
2024 Q4	$273K	Hold
2024 Q3	$253K	Buy
2024 Q2	$213K	Buy
2024 Q1	$241K	Hold
2023 Q4	$223K	Buy