Forum Financial 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 | $403K | Buy |
5,238
+85
| +2% | +$6.55K | 0.01% | 501 |
|
|
2025
Q1 | $337K | Buy |
5,153
+5
| +0.1% | +$327 | 0.01% | 538 |
|
|
2024
Q4 | $347K | Buy |
5,148
+43
| +0.8% | +$2.9K | 0.01% | 530 |
|
|
2024
Q3 | $314K | Buy |
5,105
+6
| +0.1% | +$369 | 0.01% | 491 |
|
|
2024
Q2 | $270K | Buy |
5,099
+7
| +0.1% | +$371 | ﹤0.01% | 522 |
|
|
2024
Q1 | $275K | Hold |
5,092
| – | – | ﹤0.01% | 532 |
|
|
2023
Q4 | $231K | Hold |
5,092
| – | – | ﹤0.01% | 575 |
|
|
2023
Q3 | $202K | Hold |
5,092
| – | – | ﹤0.01% | 593 |
|
|
2023
Q2 | $224K | Buy |
+5,092
| New | +$224K | 0.01% | 563 |
|
|
2022
Q2 | – | Sell |
-5,629
| Closed | -$211K | – | 660 |
|
|
2022
Q1 | $211K | Buy |
+5,629
| New | +$211K | 0.01% | 547 |
|