OneDigital Investment Advisors’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 | $361K | Buy |
4,131
+63
| +2% | +$5.51K | ﹤0.01% | 1055 |
|
|
2025
Q1 | $320K | Sell |
4,068
-22
| -0.5% | -$1.73K | ﹤0.01% | 1066 |
|
|
2024
Q4 | $346K | Sell |
4,090
-12
| -0.3% | -$1.02K | ﹤0.01% | 1062 |
|
|
2024
Q3 | $321K | Buy |
4,102
+48
| +1% | +$3.76K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $268K | Buy |
+4,054
| New | +$268K | ﹤0.01% | 1159 |
|
|
2022
Q3 | – | Sell |
-4,498
| Closed | -$207K | – | 790 |
|
|
2022
Q2 | $207K | Sell |
4,498
-1,881
| -29% | -$86.6K | 0.01% | 654 |
|
|
2022
Q1 | $325K | Buy |
6,379
+521
| +9% | +$26.5K | 0.01% | 568 |
|
|
2021
Q4 | $269K | Buy |
5,858
+1,050
| +22% | +$48.2K | 0.01% | 616 |
|
|
2021
Q3 | $223K | Buy |
+4,808
| New | +$223K | 0.01% | 646 |
|