Summit Global Investments’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
Q1
Sell
-23,486
Closed -$1.99M 547
2024
Q4
$1.99M Sell
23,486
-336
-1% -$28.4K 0.12% 132
2024
Q3
$1.87M Sell
23,822
-1,599
-6% -$125K 0.12% 137
2024
Q2
$1.68M Sell
25,421
-92
-0.4% -$6.08K 0.11% 142
2024
Q1
$1.9M Sell
25,513
-29,404
-54% -$2.19M 0.14% 121
2023
Q4
$3.8M Buy
+54,917
New +$3.8M 0.25% 86