Pinnacle Wealth Planning Services’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 | $293K | Buy |
3,802
+26
| +0.7% | +$2K | 0.04% | 304 |
|
|
2025
Q1 | $247K | Buy |
3,776
+15
| +0.4% | +$982 | 0.04% | 304 |
|
|
2024
Q4 | $254K | Buy |
3,761
+38
| +1% | +$2.56K | 0.04% | 298 |
|
|
2024
Q3 | $229K | Buy |
+3,723
| New | +$229K | 0.03% | 413 |
|
|
2021
Q3 | – | Sell |
-5,443
| Closed | -$209K | – | 395 |
|
|
2021
Q2 | $209K | Sell |
5,443
-30
| -0.5% | -$1.15K | 0.05% | 304 |
|
|
2021
Q1 | $209K | Sell |
5,473
-2
| -0% | -$76 | 0.05% | 290 |
|
|
2020
Q4 | $182K | Buy |
+5,475
| New | +$182K | 0.04% | 304 |
|