Strategic Wealth Partners’s US Foods USFD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.33M | Buy |
+17,288
| New | +$1.33M | 0.1% | 127 |
|
2024
Q4 | $1.29M | Hold |
18,088
| – | – | 0.11% | 130 |
|
2024
Q3 | $1.11M | Hold |
18,088
| – | – | 0.11% | 138 |
|
2024
Q2 | $958K | Hold |
18,088
| – | – | 0.1% | 142 |
|
2024
Q1 | $976K | Hold |
18,088
| – | – | 0.11% | 135 |
|
2023
Q4 | $821K | Hold |
18,088
| – | – | 0.1% | 142 |
|
2023
Q3 | $718K | Hold |
18,088
| – | – | 0.09% | 173 |
|
2023
Q2 | $796K | Buy |
+18,088
| New | +$796K | 0.1% | 166 |
|