Mosaic Family Wealth Partners’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Hold |
3,755
| – | – | 0.04% | 167 |
|
|
2025
Q1 | $295K | Buy |
3,755
+29
| +0.8% | +$2.28K | 0.04% | 172 |
|
|
2024
Q4 | $315K | Buy |
3,726
+9
| +0.2% | +$761 | 0.05% | 163 |
|
|
2024
Q3 | $291K | Hold |
3,717
| – | – | 0.04% | 168 |
|
|
2024
Q2 | $246K | Hold |
3,717
| – | – | 0.04% | 174 |
|
|
2024
Q1 | $277K | Sell |
3,717
-5
| -0.1% | -$373 | 0.05% | 171 |
|
|
2023
Q4 | $257K | Buy |
+3,722
| New | +$257K | 0.04% | 163 |
|