JFS Wealth Advisors’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01K | Buy |
103
+6
| +6% | +$525 | ﹤0.01% | 900 |
|
|
2025
Q1 | $7.63K | Hold |
97
| – | – | ﹤0.01% | 973 |
|
|
2024
Q4 | $8.2K | Hold |
97
| – | – | ﹤0.01% | 921 |
|
|
2024
Q3 | $7.6K | Buy |
97
+3
| +3% | +$235 | ﹤0.01% | 952 |
|
|
2024
Q2 | $6.22K | Hold |
94
| – | – | ﹤0.01% | 976 |
|
|
2024
Q1 | $7.02K | Hold |
94
| – | – | ﹤0.01% | 947 |
|
|
2023
Q4 | $6.5K | Sell |
94
-3
| -3% | -$207 | ﹤0.01% | 950 |
|
|
2023
Q3 | $5.71K | Buy |
97
+3
| +3% | +$177 | ﹤0.01% | 940 |
|
|
2023
Q2 | $5.66K | Hold |
94
| – | – | ﹤0.01% | 943 |
|
|
2023
Q1 | $5.67K | Hold |
94
| – | – | ﹤0.01% | 939 |
|
|
2022
Q4 | $5.49K | Buy |
94
+5
| +6% | +$292 | ﹤0.01% | 958 |
|
|
2022
Q3 | $4K | Buy |
89
+2
| +2% | +$90 | ﹤0.01% | 1095 |
|
|
2022
Q2 | $4K | Buy |
87
+21
| +32% | +$966 | ﹤0.01% | 1105 |
|
|
2022
Q1 | $3K | Buy |
66
+41
| +164% | +$1.86K | ﹤0.01% | 1295 |
|
|
2021
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1505 |
|