Glassman Wealth Services’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10
| Closed | -$454 | – | 1747 |
|
|
2023
Q4 | $454 | Hold |
10
| – | – | ﹤0.01% | 1740 |
|
|
2023
Q3 | $397 | Hold |
10
| – | – | ﹤0.01% | 1782 |
|
|
2023
Q2 | $440 | Buy |
10
+4
| +67% | +$176 | ﹤0.01% | 1665 |
|
|
2023
Q1 | $222 | Hold |
6
| – | – | ﹤0.01% | 1776 |
|
|
2022
Q4 | $204 | Sell |
6
-125
| -95% | -$4.25K | ﹤0.01% | 1794 |
|
|
2022
Q3 | $3K | Sell |
131
-19
| -13% | -$435 | ﹤0.01% | 1159 |
|
|
2022
Q2 | $5K | Buy |
150
+10
| +7% | +$333 | ﹤0.01% | 1032 |
|
|
2022
Q1 | $5K | Hold |
140
| – | – | ﹤0.01% | 1018 |
|
|
2021
Q4 | $5K | Sell |
140
-17
| -11% | -$607 | ﹤0.01% | 1006 |
|
|
2021
Q3 | $5K | Buy |
157
+151
| +2,517% | +$4.81K | ﹤0.01% | 989 |
|
|
2021
Q2 | $0 | Hold |
6
| – | – | ﹤0.01% | 1660 |
|
|
2021
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 1641 |
|
|
2020
Q4 | $0 | Sell |
6
-627
| -99% | – | ﹤0.01% | 1521 |
|
|
2020
Q3 | $14K | Buy |
633
+627
| +10,450% | +$13.9K | ﹤0.01% | 539 |
|
|
2020
Q2 | $0 | Sell |
6
-1
| -14% | – | ﹤0.01% | 1551 |
|
|
2020
Q1 | $0 | Sell |
7
-5
| -42% | – | ﹤0.01% | 1585 |
|
|
2019
Q4 | $1K | Buy |
12
+5
| +71% | +$417 | ﹤0.01% | 1060 |
|
|
2019
Q3 | $0 | Sell |
7
-5
| -42% | – | ﹤0.01% | 1382 |
|
|
2019
Q2 | $0 | Buy |
12
+5
| +71% | – | ﹤0.01% | 1376 |
|
|
2019
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 1214 |
|