IFP Advisors’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.6K | Sell |
164
-130
| -44% | -$12.3K | ﹤0.01% | 2675 |
|
|
2025
Q1 | $23.1K | Sell |
294
-2
| -0.7% | -$157 | ﹤0.01% | 2235 |
|
|
2024
Q4 | $25K | Buy |
296
+98
| +49% | +$8.29K | ﹤0.01% | 2146 |
|
|
2024
Q3 | $15.5K | Buy |
198
+26
| +15% | +$2.04K | ﹤0.01% | 2249 |
|
|
2024
Q2 | $11.4K | Sell |
172
-36
| -17% | -$2.38K | ﹤0.01% | 2298 |
|
|
2024
Q1 | $15.5K | Buy |
208
+21
| +11% | +$1.57K | ﹤0.01% | 2089 |
|
|
2023
Q4 | $12.9K | Buy |
187
+3
| +2% | +$207 | ﹤0.01% | 2089 |
|
|
2023
Q3 | $10.8K | Buy |
184
+3
| +2% | +$176 | ﹤0.01% | 2222 |
|
|
2023
Q2 | $10.9K | Buy |
181
+131
| +262% | +$7.89K | ﹤0.01% | 2272 |
|
|
2023
Q1 | $1.79K | Sell |
50
-98
| -66% | -$3.5K | ﹤0.01% | 2931 |
|
|
2022
Q4 | $6K | Sell |
148
-227
| -61% | -$9.2K | ﹤0.01% | 3717 |
|
|
2022
Q3 | $17K | Buy |
375
+159
| +74% | +$7.21K | ﹤0.01% | 3249 |
|
|
2022
Q2 | $10K | Hold |
216
| – | – | ﹤0.01% | 3418 |
|
|
2022
Q1 | $10K | Buy |
216
+210
| +3,500% | +$9.72K | ﹤0.01% | 3418 |
|
|
2021
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 3031 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4228 |
|
|
2021
Q2 | – | Sell |
-1,861
| Closed | -$104K | – | 4000 |
|
|
2021
Q1 | $104K | Buy |
1,861
+231
| +14% | +$12.9K | ﹤0.01% | 1157 |
|
|
2020
Q4 | $78K | Hold |
1,630
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q3 | $57K | Sell |
1,630
-1,211
| -43% | -$42.3K | ﹤0.01% | 1239 |
|
|
2020
Q2 | $84K | Buy |
2,841
+1,570
| +124% | +$46.4K | 0.01% | 988 |
|
|
2020
Q1 | $35K | Buy |
1,271
+602
| +90% | +$16.6K | ﹤0.01% | 1270 |
|
|
2019
Q4 | $34K | Sell |
669
-158
| -19% | -$8.03K | ﹤0.01% | 1410 |
|
|
2019
Q3 | $37K | Buy |
+827
| New | +$37K | ﹤0.01% | 1498 |
|
|
2019
Q1 | – | Sell |
-750
| Closed | -$24K | – | 3098 |
|
|
2018
Q4 | $24K | Hold |
750
| – | – | ﹤0.01% | 1994 |
|
|
2018
Q3 | $25K | Sell |
750
-2,686
| -78% | -$89.5K | ﹤0.01% | 2314 |
|
|
2018
Q2 | $126K | Buy |
3,436
+2,686
| +358% | +$98.5K | 0.01% | 1340 |
|
|
2018
Q1 | $25K | Hold |
750
| – | – | ﹤0.01% | 2247 |
|
|
2017
Q4 | $25K | Hold |
750
| – | – | ﹤0.01% | 2243 |
|
|
2017
Q3 | $21K | Buy |
750
+250
| +50% | +$7K | ﹤0.01% | 2536 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 2781 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 2788 |
|
|
2016
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 2775 |
|
|
2016
Q3 | $12K | Sell |
500
-17
| -3% | -$408 | ﹤0.01% | 2704 |
|
|
2016
Q2 | $14K | Buy |
+517
| New | +$14K | ﹤0.01% | 2570 |
|
|
2016
Q1 | – | Sell |
-517
| Closed | -$12K | – | 3120 |
|
|
2015
Q4 | $12K | Buy |
+517
| New | +$12K | ﹤0.01% | 2476 |
|