Schechter Investment Advisors’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$838K Buy
2024
Q4
$786K Sell
2024
Q3
$741K Sell
2024
Q2
$704K Buy
2024
Q1
$658K Buy
2023
Q4
$513K Sell
2023
Q3
$450K Sell
2023
Q2
$500K Sell
2023
Q1
$426K Buy
2022
Q4
$386K Buy
2022
Q3
$242K Buy
2022
Q2
Sell
2022
Q1
$397K Buy
2021
Q4
$291K Buy