Steward Partners Investment Advisory’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
Q2 | $211K | Sell |
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|
2025
Q1 | $191K | Buy |
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|
2024
Q4 | $184K | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $234K | Buy |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $83.4K | Hold |
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|
2023
Q2 | $92.4K | Hold |
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|
2023
Q1 | $77.6K | Hold |
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|
2022
Q4 | $71.4K | Hold |
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|
2022
Q3 | $56K | Sell |
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|
2022
Q2 | $95K | Hold |
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|
2022
Q1 | $117K | Hold |
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|
2021
Q4 | $108K | Hold |
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|
2021
Q3 | $107K | Sell |
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|
2021
Q2 | $161K | Hold |
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|
2021
Q1 | $160K | Buy |
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|
2020
Q4 | $123K | Hold |
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|
2020
Q3 | $82K | Sell |
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|
2020
Q2 | $121K | Buy |
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|
2020
Q1 | $30K | Buy |
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|
2019
Q4 | $15K | Buy |
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|
2019
Q3 | $6K | Hold |
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|
2019
Q2 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Sell |
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|
2018
Q2 | $34K | Buy |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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