SAG
SageView Advisory Group’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $342K | Buy |
4,114
+18
| +0.4% | +$1.5K | 0.01% | 460 |
|
|
2025
Q1 | $268K | Buy |
4,096
+153
| +4% | +$10K | 0.01% | 502 |
|
|
2024
Q4 | $266K | Sell |
3,943
-636
| -14% | -$42.9K | 0.01% | 490 |
|
|
2024
Q3 | $282K | Sell |
4,579
-1,239
| -21% | -$76.2K | 0.01% | 415 |
|
|
2024
Q2 | $308K | Buy |
+5,818
| New | +$308K | 0.01% | 423 |
|
|
2024
Q1 | – | Sell |
-6,399
| Closed | -$299K | – | 854 |
|
|
2023
Q4 | $299K | Buy |
6,399
+1,361
| +27% | +$63.6K | 0.01% | 513 |
|
|
2023
Q3 | $200K | Buy |
5,038
+214
| +4% | +$8.5K | 0.01% | 510 |
|
|
2023
Q2 | $212K | Buy |
+4,824
| New | +$212K | 0.01% | 522 |
|
|
2023
Q1 | – | Sell |
-6,539
| Closed | -$222K | – | 490 |
|
|
2022
Q4 | $222K | Buy |
+6,539
| New | +$222K | 0.02% | 383 |
|