Mount Yale Investment Advisors’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
|
|||||
|
2025
Q1 | $1.5M | Sell |
|
|||||
|
2024
Q4 | $1.59M | Buy |
|
|||||
|
2024
Q3 | $1.45M | Buy |
|
|||||
|
2024
Q2 | $639K | Buy |
|
|||||
|
2024
Q1 | $574K | Buy |
|
|||||
|
2023
Q4 | $470K | Sell |
|
|||||
|
2023
Q3 | $420K | Sell |
|
|||||
|
2023
Q2 | $466K | Sell |
|
|||||
|
2023
Q1 | $397K | Buy |
|
|||||
|
2022
Q4 | $253K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $267K | Buy |
|
|||||
|
2022
Q1 | $287K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $530K | Sell |
|
|||||
|
2021
Q2 | $902K | Buy |
|
|||||
|
2021
Q1 | $779K | Buy |
|
|||||
|
2020
Q4 | $443K | Buy |
|
|||||
|
2020
Q3 | $294K | Buy |
|