IFP Advisors’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 | $282K | Buy |
3,658
+428
| +13% | +$33K | 0.01% | 1093 |
|
|
2025
Q1 | $211K | Buy |
3,230
+128
| +4% | +$8.38K | 0.01% | 1149 |
|
|
2024
Q4 | $209K | Buy |
3,102
+315
| +11% | +$21.3K | 0.01% | 1110 |
|
|
2024
Q3 | $171K | Buy |
2,787
+60
| +2% | +$3.69K | 0.01% | 1158 |
|
|
2024
Q2 | $144K | Buy |
2,727
+347
| +15% | +$18.4K | 0.01% | 1200 |
|
|
2024
Q1 | $128K | Buy |
2,380
+298
| +14% | +$16.1K | 0.01% | 1185 |
|
|
2023
Q4 | $94.6K | Buy |
2,082
+4
| +0.2% | +$182 | ﹤0.01% | 1276 |
|
|
2023
Q3 | $82.5K | Buy |
2,078
+43
| +2% | +$1.71K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $89.5K | Sell |
2,035
-117
| -5% | -$5.15K | ﹤0.01% | 1352 |
|
|
2023
Q1 | $78.4K | Buy |
2,152
+92
| +4% | +$3.35K | ﹤0.01% | 1370 |
|
|
2022
Q4 | $75K | Sell |
2,060
-421
| -17% | -$15.3K | ﹤0.01% | 1949 |
|
|
2022
Q3 | $93K | Buy |
2,481
+27
| +1% | +$1.01K | ﹤0.01% | 1901 |
|
|
2022
Q2 | $91K | Hold |
2,454
| – | – | ﹤0.01% | 1751 |
|
|
2022
Q1 | $91K | Buy |
2,454
+408
| +20% | +$15.1K | ﹤0.01% | 1751 |
|
|
2021
Q4 | $72K | Sell |
2,046
-17
| -0.8% | -$598 | ﹤0.01% | 1394 |
|
|
2021
Q3 | $71K | Hold |
2,063
| – | – | ﹤0.01% | 1400 |
|
|
2021
Q2 | $79K | Buy |
2,063
+63
| +3% | +$2.41K | ﹤0.01% | 1337 |
|
|
2021
Q1 | $76K | Hold |
2,000
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q4 | $67K | Hold |
2,000
| – | – | ﹤0.01% | 1319 |
|
|
2020
Q3 | $44K | Sell |
2,000
-399
| -17% | -$8.78K | ﹤0.01% | 1338 |
|
|
2020
Q2 | $47K | Sell |
2,399
-4,686
| -66% | -$91.8K | ﹤0.01% | 1247 |
|
|
2020
Q1 | $128K | Buy |
7,085
+4,750
| +203% | +$85.8K | 0.01% | 729 |
|
|
2019
Q4 | $98K | Sell |
2,335
-3,241
| -58% | -$136K | 0.01% | 958 |
|
|
2019
Q3 | $224K | Buy |
+5,576
| New | +$224K | 0.02% | 732 |
|
|
2019
Q1 | $24K | Sell |
699
-1,668
| -70% | -$57.3K | ﹤0.01% | 1273 |
|
|
2018
Q4 | $74K | Buy |
2,367
+2,045
| +635% | +$63.9K | ﹤0.01% | 1363 |
|
|
2018
Q3 | $10K | Sell |
322
-643
| -67% | -$20K | ﹤0.01% | 2832 |
|
|
2018
Q2 | $36K | Buy |
965
+628
| +186% | +$23.4K | ﹤0.01% | 2096 |
|
|
2018
Q1 | $11K | Hold |
337
| – | – | ﹤0.01% | 2746 |
|
|
2017
Q4 | $11K | Buy |
337
+92
| +38% | +$3K | ﹤0.01% | 2742 |
|
|
2017
Q3 | $7K | Buy |
245
+222
| +965% | +$6.34K | ﹤0.01% | 3200 |
|
|
2017
Q2 | $1K | Buy |
23
+8
| +53% | +$348 | ﹤0.01% | 3919 |
|
|
2017
Q1 | $0 | Buy |
+15
| New | – | ﹤0.01% | 4099 |
|
|
2016
Q2 | – | Sell |
-699
| Closed | -$24K | – | 4193 |
|
|
2016
Q1 | $24K | Buy |
+699
| New | +$24K | ﹤0.01% | 1273 |
|