J.P. Morgan Private Wealth Advisors’s Performance Food Group PFGC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $775K | Buy |
13,160
+37
| +0.3% | +$2.18K | ﹤0.01% | 1071 |
|
2023
Q2 | $791K | Sell |
13,123
-9,060
| -41% | -$546K | ﹤0.01% | 852 |
|
2023
Q1 | $1.34M | Sell |
22,183
-8,808
| -28% | -$531K | ﹤0.01% | 1036 |
|
2022
Q4 | $1.81M | Buy |
30,991
+1,070
| +4% | +$62.5K | ﹤0.01% | 891 |
|
2022
Q3 | $1.29M | Buy |
29,921
+678
| +2% | +$29.1K | ﹤0.01% | 1023 |
|
2022
Q2 | $1.35M | Sell |
29,243
-313
| -1% | -$14.4K | ﹤0.01% | 994 |
|
2022
Q1 | $1.51M | Buy |
29,556
+4,829
| +20% | +$246K | ﹤0.01% | 1024 |
|
2021
Q4 | $1.14M | Sell |
24,727
-3,111
| -11% | -$143K | ﹤0.01% | 1180 |
|
2021
Q3 | $1.29M | Sell |
27,838
-114
| -0.4% | -$5.3K | ﹤0.01% | 1094 |
|
2021
Q2 | $1.36M | Buy |
27,952
+4,200
| +18% | +$204K | ﹤0.01% | 1046 |
|
2021
Q1 | $1.37M | Sell |
23,752
-542
| -2% | -$31.2K | ﹤0.01% | 905 |
|
2020
Q4 | $1.16M | Buy |
24,294
+214
| +0.9% | +$10.2K | ﹤0.01% | 950 |
|
2020
Q3 | $834K | Sell |
24,080
-1,052
| -4% | -$36.4K | ﹤0.01% | 954 |
|
2020
Q2 | $732K | Buy |
25,132
+15,296
| +156% | +$446K | ﹤0.01% | 927 |
|
2020
Q1 | $243K | Buy |
+9,836
| New | +$243K | ﹤0.01% | 1214 |
|