Ironwood Investment Counsel’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 |
-5,025
| Closed | -$339K | – | 252 |
|
|
2024
Q4 | $339K | Sell |
5,025
-2,025
| -29% | -$137K | 0.06% | 190 |
|
|
2024
Q3 | $434K | Sell |
7,050
-425
| -6% | -$26.1K | 0.07% | 178 |
|
|
2024
Q2 | $396K | Sell |
7,475
-1,475
| -16% | -$78.1K | 0.07% | 183 |
|
|
2024
Q1 | $483K | Sell |
8,950
-500
| -5% | -$27K | 0.08% | 169 |
|
|
2023
Q4 | $429K | Sell |
9,450
-600
| -6% | -$27.2K | 0.08% | 173 |
|
|
2023
Q3 | $399K | Hold |
10,050
| – | – | 0.08% | 169 |
|
|
2023
Q2 | $442K | Hold |
10,050
| – | – | 0.1% | 135 |
|
|
2023
Q1 | $371K | Hold |
10,050
| – | – | 0.09% | 153 |
|
|
2022
Q4 | $342K | Buy |
10,050
+1,275
| +15% | +$43.4K | 0.08% | 154 |
|
|
2022
Q3 | $232K | Buy |
8,775
+1,000
| +13% | +$26.4K | 0.07% | 161 |
|
|
2022
Q2 | $238K | Buy |
7,775
+1,125
| +17% | +$34.4K | 0.07% | 168 |
|
|
2022
Q1 | $250K | Sell |
6,650
-700
| -10% | -$26.3K | 0.06% | 173 |
|
|
2021
Q4 | $256K | Hold |
7,350
| – | – | 0.06% | 177 |
|
|
2021
Q3 | $254K | Buy |
7,350
+1,250
| +20% | +$43.2K | 0.07% | 168 |
|
|
2021
Q2 | $233K | Hold |
6,100
| – | – | 0.06% | 181 |
|
|
2021
Q1 | $232K | Sell |
6,100
-11,150
| -65% | -$424K | 0.07% | 178 |
|
|
2020
Q4 | $574K | Sell |
17,250
-100
| -0.6% | -$3.33K | 0.13% | 123 |
|
|
2020
Q3 | $385K | Buy |
17,350
+200
| +1% | +$4.44K | 0.1% | 132 |
|
|
2020
Q2 | $338K | Buy |
+17,150
| New | +$338K | 0.1% | 139 |
|