JFS Wealth Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.5K | Buy |
188
+1
| +0.5% | +$77 | ﹤0.01% | 743 |
|
|
2025
Q1 | $12.2K | Buy |
187
+4
| +2% | +$262 | ﹤0.01% | 812 |
|
|
2024
Q4 | $12.3K | Hold |
183
| – | – | ﹤0.01% | 792 |
|
|
2024
Q3 | $11.3K | Buy |
183
+5
| +3% | +$308 | ﹤0.01% | 818 |
|
|
2024
Q2 | $9.43K | Hold |
178
| – | – | ﹤0.01% | 813 |
|
|
2024
Q1 | $9.61K | Hold |
178
| – | – | ﹤0.01% | 826 |
|
|
2023
Q4 | $8.08K | Sell |
178
-11
| -6% | -$500 | ﹤0.01% | 850 |
|
|
2023
Q3 | $7.5K | Hold |
189
| – | – | ﹤0.01% | 825 |
|
|
2023
Q2 | $8.32K | Sell |
189
-12
| -6% | -$528 | ﹤0.01% | 790 |
|
|
2023
Q1 | $7.43K | Buy |
201
+16
| +9% | +$591 | ﹤0.01% | 830 |
|
|
2022
Q4 | $6.29K | Hold |
185
| – | – | ﹤0.01% | 901 |
|
|
2022
Q3 | $5K | Buy |
185
+145
| +363% | +$3.92K | ﹤0.01% | 1018 |
|
|
2022
Q2 | $1K | Sell |
40
-109
| -73% | -$2.73K | ﹤0.01% | 1667 |
|
|
2022
Q1 | $6K | Buy |
149
+91
| +157% | +$3.66K | ﹤0.01% | 1004 |
|
|
2021
Q4 | $2K | Buy |
+58
| New | +$2K | ﹤0.01% | 1184 |
|