Geneos 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 | $37.1K | Buy |
482
+4
| +0.8% | +$308 | ﹤0.01% | 1731 |
|
|
2025
Q1 | $31.3K | Buy |
478
+407
| +573% | +$26.6K | ﹤0.01% | 2133 |
|
|
2024
Q4 | $4.79K | Buy |
71
+5
| +8% | +$337 | ﹤0.01% | 2345 |
|
|
2024
Q3 | $4.06K | Buy |
66
+51
| +340% | +$3.14K | ﹤0.01% | 2128 |
|
|
2024
Q2 | $795 | Hold |
15
| – | – | ﹤0.01% | 2009 |
|
|
2024
Q1 | $810 | Hold |
15
| – | – | ﹤0.01% | 2069 |
|
|
2023
Q4 | $681 | Buy |
+15
| New | +$681 | ﹤0.01% | 2059 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$50K | – | 2576 |
|
|
2022
Q2 | $50K | Hold |
1,600
| – | – | ﹤0.01% | 1289 |
|
|
2022
Q1 | $60K | Hold |
1,600
| – | – | ﹤0.01% | 1300 |
|
|
2021
Q4 | $55K | Hold |
1,600
| – | – | ﹤0.01% | 1439 |
|
|
2021
Q3 | $57K | Hold |
1,600
| – | – | ﹤0.01% | 1421 |
|
|
2021
Q2 | $60K | Buy |
1,600
+100
| +7% | +$3.75K | ﹤0.01% | 1394 |
|
|
2021
Q1 | $62K | Sell |
1,500
-563
| -27% | -$23.3K | ﹤0.01% | 1520 |
|
|
2020
Q4 | $55K | Buy |
2,063
+52
| +3% | +$1.39K | ﹤0.01% | 1411 |
|
|
2020
Q3 | $45K | Hold |
2,011
| – | – | ﹤0.01% | 1304 |
|
|
2020
Q2 | $38K | Buy |
2,011
+400
| +25% | +$7.56K | ﹤0.01% | 1350 |
|
|
2020
Q1 | $29K | Buy |
+1,611
| New | +$29K | ﹤0.01% | 1362 |
|