Mount Yale Investment Advisors’s Performance Food Group PFGC Stock Holding History

Mount Yale Investment Advisors’s Portfolio PFGC Stock Details PFGC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$787	Buy
2021 Q2	–	Sell
2021 Q1	$297K	Sell
2020 Q4	$254K	Buy
2018 Q4	–	Sell
2018 Q3	$79K	Buy
2018 Q2	$83K	Sell
2018 Q1	$69K	Buy