OneDigital 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 | $1.71M | Sell |
22,258
-282
| -1% | -$21.7K | 0.02% | 473 |
|
|
2025
Q1 | $1.48M | Buy |
22,540
+2,011
| +10% | +$132K | 0.02% | 486 |
|
|
2024
Q4 | $1.38M | Sell |
20,529
-368
| -2% | -$24.8K | 0.02% | 530 |
|
|
2024
Q3 | $1.29M | Buy |
20,897
+267
| +1% | +$16.4K | 0.01% | 573 |
|
|
2024
Q2 | $1.09M | Buy |
20,630
+656
| +3% | +$34.8K | 0.01% | 586 |
|
|
2024
Q1 | $1.08M | Buy |
19,974
+479
| +2% | +$25.9K | 0.02% | 482 |
|
|
2023
Q4 | $885K | Sell |
19,495
-255
| -1% | -$11.6K | 0.02% | 523 |
|
|
2023
Q3 | $784K | Sell |
19,750
-983
| -5% | -$39K | 0.02% | 492 |
|
|
2023
Q2 | $912K | Buy |
20,733
+14,344
| +225% | +$631K | 0.02% | 431 |
|
|
2023
Q1 | $236K | Buy |
+6,389
| New | +$236K | 0.01% | 853 |
|
|
2019
Q3 | – | Sell |
-737
| Closed | -$26K | – | 1081 |
|
|
2019
Q2 | $26K | Buy |
737
+155
| +27% | +$5.47K | ﹤0.01% | 735 |
|
|
2019
Q1 | $20K | Hold |
582
| – | – | ﹤0.01% | 732 |
|
|
2018
Q4 | $18K | Buy |
+582
| New | +$18K | ﹤0.01% | 723 |
|