HB 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
$634K Sell
8,234
-1,945
-19% -$150K 0.01% 652
2025
Q1
$666K Buy
10,179
+268
+3% +$17.5K 0.01% 661
2024
Q4
$669K Buy
9,911
+2,916
+42% +$197K 0.01% 523
2024
Q3
$430K Sell
6,995
-376
-5% -$23.1K ﹤0.01% 636
2024
Q2
$391K Buy
7,371
+2,599
+54% +$138K ﹤0.01% 612
2024
Q1
$258K Sell
4,772
-40
-0.8% -$2.16K ﹤0.01% 708
2023
Q4
$219K Sell
4,812
-278
-5% -$12.6K ﹤0.01% 712
2023
Q3
$202K Sell
5,090
-31
-0.6% -$1.23K ﹤0.01% 714
2023
Q2
$225K Buy
+5,121
New +$225K ﹤0.01% 633