Schechter Investment Advisors’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $264K | Sell |
3,360
-488
| -13% | -$38.4K | 0.02% | 496 |
|
|
2024
Q4 | $325K | Sell |
3,848
-462
| -11% | -$39.1K | 0.02% | 471 |
|
|
2024
Q3 | $338K | Buy |
4,310
+90
| +2% | +$7.05K | 0.02% | 472 |
|
|
2024
Q2 | $279K | Sell |
4,220
-120
| -3% | -$7.93K | 0.02% | 489 |
|
|
2024
Q1 | $324K | Sell |
4,340
-177
| -4% | -$13.2K | 0.02% | 480 |
|
|
2023
Q4 | $312K | Sell |
4,517
-17
| -0.4% | -$1.18K | 0.03% | 457 |
|
|
2023
Q3 | $267K | Buy |
4,534
+300
| +7% | +$17.7K | 0.03% | 475 |
|
|
2023
Q2 | $255K | Sell |
4,234
-208
| -5% | -$12.5K | 0.02% | 524 |
|
|
2023
Q1 | $268K | Buy |
4,442
+119
| +3% | +$7.18K | 0.02% | 546 |
|
|
2022
Q4 | $252K | Buy |
+4,323
| New | +$252K | 0.02% | 686 |
|