GeoWealth 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 | $175K | Buy |
2,268
+1,883
| +489% | +$145K | 0.01% | 700 |
|
|
2025
Q1 | $25.2K | Sell |
385
-4
| -1% | -$262 | ﹤0.01% | 959 |
|
|
2024
Q4 | $26.2K | Buy |
389
+189
| +95% | +$12.8K | ﹤0.01% | 1318 |
|
|
2024
Q3 | $12.3K | Buy |
+200
| New | +$12.3K | ﹤0.01% | 1345 |
|
|
2020
Q3 | – | Sell |
-18,900
| Closed | -$373K | – | 187 |
|
|
2020
Q2 | $373K | Sell |
18,900
-14,000
| -43% | -$276K | 0.15% | 109 |
|
|
2020
Q1 | $583K | Buy |
+32,900
| New | +$583K | 0.41% | 48 |
|