LGT Financial 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
Q1 | – | Sell |
-213
| Closed | -$14.4K | – | 706 |
|
|
2024
Q4 | $14.4K | Hold |
213
| – | – | 0.03% | 378 |
|
|
2024
Q3 | $13.1K | Hold |
213
| – | – | 0.03% | 365 |
|
|
2024
Q2 | $11.3K | Hold |
213
| – | – | 0.02% | 440 |
|
|
2024
Q1 | $11.5K | Hold |
213
| – | – | 0.01% | 471 |
|
|
2023
Q4 | $9.67K | Hold |
213
| – | – | 0.01% | 495 |
|
|
2023
Q3 | $8.46K | Buy |
+213
| New | +$8.46K | 0.01% | 512 |
|