Mount Yale Investment 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 | $1.51M | Sell |
19,609
-3,369
| -15% | -$259K | 0.12% | 154 |
|
|
2025
Q1 | $1.5M | Sell |
22,978
-564
| -2% | -$36.9K | 0.13% | 143 |
|
|
2024
Q4 | $1.59M | Buy |
23,542
+46
| +0.2% | +$3.1K | 0.13% | 145 |
|
|
2024
Q3 | $1.45M | Buy |
23,496
+11,431
| +95% | +$703K | 0.14% | 154 |
|
|
2024
Q2 | $639K | Buy |
12,065
+1,431
| +13% | +$75.8K | 0.05% | 297 |
|
|
2024
Q1 | $574K | Buy |
10,634
+286
| +3% | +$15.4K | 0.04% | 325 |
|
|
2023
Q4 | $470K | Sell |
10,348
-230
| -2% | -$10.4K | 0.04% | 325 |
|
|
2023
Q3 | $420K | Sell |
10,578
-22
| -0.2% | -$873 | 0.05% | 330 |
|
|
2023
Q2 | $466K | Sell |
10,600
-153
| -1% | -$6.73K | 0.05% | 319 |
|
|
2023
Q1 | $397K | Buy |
10,753
+3,311
| +44% | +$122K | 0.04% | 331 |
|
|
2022
Q4 | $253K | Buy |
+7,442
| New | +$253K | 0.03% | 384 |
|
|
2022
Q3 | – | Sell |
-8,689
| Closed | -$267K | – | 480 |
|
|
2022
Q2 | $267K | Buy |
8,689
+1,057
| +14% | +$32.5K | 0.03% | 377 |
|
|
2022
Q1 | $287K | Buy |
+7,632
| New | +$287K | 0.03% | 376 |
|
|
2021
Q4 | – | Sell |
-15,289
| Closed | -$530K | – | 488 |
|
|
2021
Q3 | $530K | Sell |
15,289
-8,236
| -35% | -$286K | 0.06% | 273 |
|
|
2021
Q2 | $902K | Buy |
23,525
+3,081
| +15% | +$118K | 0.11% | 198 |
|
|
2021
Q1 | $779K | Buy |
20,444
+7,159
| +54% | +$273K | 0.1% | 210 |
|
|
2020
Q4 | $443K | Buy |
13,285
+67
| +0.5% | +$2.23K | 0.06% | 260 |
|
|
2020
Q3 | $294K | Buy |
+13,218
| New | +$294K | 0.04% | 279 |
|