Integrated Wealth Concepts’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $590K | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $311K | Buy |
|
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|
2024
Q1 | $351K | Sell |
|
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|
2023
Q4 | $368K | Sell |
|
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|
2023
Q3 | $341K | Sell |
|
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|
2023
Q2 | $366K | Buy |
|
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|
2023
Q1 | $366K | Buy |
|
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|
2022
Q4 | $354K | Sell |
|
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|
2022
Q3 | $300K | Hold |
|
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|
2022
Q2 | $321K | Buy |
|
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|
2022
Q1 | $351K | Hold |
|
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $391K | Buy |
|
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|
2021
Q2 | $407K | Sell |
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|
2021
Q1 | $501K | Hold |
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|
2020
Q4 | $414K | Buy |
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|
2020
Q3 | $298K | Buy |
|