GeoWealth Management’s Performance Food Group PFGC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-51
Closed -$4.31K 1603
2024
Q4
$4.31K Sell
51
-11
-18% -$930 ﹤0.01% 1566
2024
Q3
$4.86K Buy
+62
New +$4.86K ﹤0.01% 1457
2024
Q2
Sell
-12,762
Closed -$953K 925
2024
Q1
$953K Buy
+12,762
New +$953K 0.04% 305