Independent Advisor Alliance’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,556
| Closed | -$307K | – | 1329 |
|
|
2024
Q4 | $307K | Sell |
4,556
-69
| -1% | -$4.66K | ﹤0.01% | 1129 |
|
|
2024
Q3 | $284K | Sell |
4,625
-207
| -4% | -$12.7K | 0.01% | 581 |
|
|
2024
Q2 | $256K | Sell |
4,832
-1,831
| -27% | -$97K | 0.01% | 610 |
|
|
2024
Q1 | $360K | Sell |
6,663
-441
| -6% | -$23.8K | 0.01% | 526 |
|
|
2023
Q4 | $323K | Hold |
7,104
| – | – | 0.01% | 536 |
|
|
2023
Q3 | $282K | Buy |
7,104
+52
| +0.7% | +$2.06K | 0.01% | 530 |
|
|
2023
Q2 | $310K | Sell |
7,052
-106
| -1% | -$4.66K | 0.01% | 522 |
|
|
2023
Q1 | $264K | Buy |
+7,158
| New | +$264K | 0.01% | 541 |
|
|
2020
Q4 | – | Sell |
-15,884
| Closed | -$353K | – | 557 |
|
|
2020
Q3 | $353K | Sell |
15,884
-1,400
| -8% | -$31.1K | 0.03% | 357 |
|
|
2020
Q2 | $341K | Sell |
17,284
-1,000
| -5% | -$19.7K | 0.04% | 344 |
|
|
2020
Q1 | $324K | Buy |
18,284
+918
| +5% | +$16.3K | 0.05% | 265 |
|
|
2019
Q4 | $727K | Buy |
+17,366
| New | +$727K | 0.03% | 443 |
|