Sheets Smith Wealth Management’s Performance Food Group PFGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-8,269
| Closed | -$617K | – | 396 |
|
|
2024
Q1 | $617K | Hold |
8,269
| – | – | 0.07% | 212 |
|
|
2023
Q4 | $572K | Buy |
8,269
+61
| +0.7% | +$4.22K | 0.08% | 196 |
|
|
2023
Q3 | $483K | Sell |
8,208
-497
| -6% | -$29.3K | 0.07% | 205 |
|
|
2023
Q2 | $524K | Buy |
8,705
+1,373
| +19% | +$82.7K | 0.08% | 201 |
|
|
2023
Q1 | $442K | Hold |
7,332
| – | – | 0.07% | 213 |
|
|
2022
Q4 | $428K | Buy |
+7,332
| New | +$428K | 0.07% | 214 |
|