Shelton Capital Management’s Performance Food Group PFGC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $485K | Hold |
5,547
| – | – | 0.01% | 347 |
|
|
2025
Q1 | $436K | Sell |
5,547
-334
| -6% | -$26.3K | 0.01% | 358 |
|
|
2024
Q4 | $497K | Sell |
5,881
-341
| -5% | -$28.8K | 0.01% | 351 |
|
|
2024
Q3 | $488K | Hold |
6,222
| – | – | 0.01% | 355 |
|
|
2024
Q2 | $411K | Sell |
6,222
-489
| -7% | -$32.3K | 0.01% | 375 |
|
|
2024
Q1 | $501K | Hold |
6,711
| – | – | 0.01% | 349 |
|
|
2023
Q4 | $464K | Sell |
6,711
-526
| -7% | -$36.4K | 0.01% | 342 |
|
|
2023
Q3 | $426K | Sell |
7,237
-460
| -6% | -$27.1K | 0.02% | 339 |
|
|
2023
Q2 | $464K | Sell |
7,697
-203
| -3% | -$12.2K | 0.02% | 329 |
|
|
2023
Q1 | $477K | Hold |
7,900
| – | – | 0.02% | 305 |
|
|
2022
Q4 | $461K | Sell |
7,900
-245
| -3% | -$14.3K | 0.05% | 279 |
|
|
2022
Q3 | $350K | Hold |
8,145
| – | – | 0.02% | 385 |
|
|
2022
Q2 | $375K | Hold |
8,145
| – | – | 0.02% | 384 |
|
|
2022
Q1 | $415K | Hold |
8,145
| – | – | 0.02% | 406 |
|
|
2021
Q4 | $374K | Buy |
+8,145
| New | +$374K | 0.01% | 456 |
|