Schechter Investment Advisors’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $838K | Buy |
12,806
+1,155
| +10% | +$75.6K | 0.07% | 258 |
|
|
2024
Q4 | $786K | Sell |
11,651
-395
| -3% | -$26.6K | 0.06% | 284 |
|
|
2024
Q3 | $741K | Sell |
12,046
-1,250
| -9% | -$76.9K | 0.05% | 315 |
|
|
2024
Q2 | $704K | Buy |
13,296
+1,107
| +9% | +$58.6K | 0.05% | 309 |
|
|
2024
Q1 | $658K | Buy |
12,189
+895
| +8% | +$48.3K | 0.05% | 330 |
|
|
2023
Q4 | $513K | Sell |
11,294
-50
| -0.4% | -$2.27K | 0.04% | 349 |
|
|
2023
Q3 | $450K | Sell |
11,344
-15
| -0.1% | -$596 | 0.04% | 365 |
|
|
2023
Q2 | $500K | Sell |
11,359
-184
| -2% | -$8.1K | 0.04% | 387 |
|
|
2023
Q1 | $426K | Buy |
11,543
+205
| +2% | +$7.57K | 0.04% | 447 |
|
|
2022
Q4 | $386K | Buy |
11,338
+2,187
| +24% | +$74.4K | 0.04% | 567 |
|
|
2022
Q3 | $242K | Buy |
+9,151
| New | +$242K | 0.02% | 778 |
|
|
2022
Q2 | – | Sell |
-10,546
| Closed | -$397K | – | 1004 |
|
|
2022
Q1 | $397K | Buy |
10,546
+2,189
| +26% | +$82.4K | 0.04% | 604 |
|
|
2021
Q4 | $291K | Buy |
+8,357
| New | +$291K | 0.03% | 682 |
|