MFWP
PFGC icon

Mosaic Family Wealth Partners’s Performance Food Group PFGC Stock Holding History

Mosaic Family Wealth Partners’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-3,717
Closed -$387K – 252
2025
Q3 		$387K Sell
3,717
-38
-1% -$3.8K 0.05% 161
2025
Q2 		$328K Hold
3,755
– – 0.04% 169
2025
Q1 		$295K Buy
3,755
+29
+0.8% +$2.42K 0.04% 174
2024
Q4 		$315K Buy
3,726
+9
+0.2% +$759 0.05% 164
2024
Q3 		$291K Hold
3,717
– – 0.04% 169
2024
Q2 		$246K Hold
3,717
– – 0.04% 174
2024
Q1 		$277K Sell
3,717
-5
-0.1% -$368 0.05% 171
2023
Q4 		$257K Buy
+3,722
New +$229K 0.04% 163

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