TSWM
Triangle Securities Wealth Management’s US Foods USFD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
16,823
-375
| -2% | -$28.9K | 0.32% | 81 |
|
|
2025
Q1 | $1.13M | Sell |
17,198
-1,143
| -6% | -$74.8K | 0.29% | 92 |
|
|
2024
Q4 | $1.24M | Sell |
18,341
-658
| -3% | -$44.4K | 0.32% | 79 |
|
|
2024
Q3 | $1.17M | Sell |
18,999
-545
| -3% | -$33.5K | 0.3% | 85 |
|
|
2024
Q2 | $1.04M | Sell |
19,544
-90
| -0.5% | -$4.77K | 0.29% | 95 |
|
|
2024
Q1 | $1.06M | Sell |
19,634
-577
| -3% | -$31.1K | 0.3% | 94 |
|
|
2023
Q4 | $918K | Sell |
20,211
-150
| -0.7% | -$6.81K | 0.29% | 103 |
|
|
2023
Q3 | $808K | Sell |
20,361
-395
| -2% | -$15.7K | 0.29% | 99 |
|
|
2023
Q2 | $913K | Sell |
20,756
-734
| -3% | -$32.3K | 0.31% | 92 |
|
|
2023
Q1 | $794K | Sell |
21,490
-378
| -2% | -$14K | 0.28% | 106 |
|
|
2022
Q4 | $744K | Sell |
21,868
-3,200
| -13% | -$109K | 0.27% | 106 |
|
|
2022
Q3 | $663K | Buy |
25,068
+375
| +2% | +$9.92K | 0.27% | 108 |
|
|
2022
Q2 | $758K | Buy |
24,693
+2,760
| +13% | +$84.7K | 0.3% | 100 |
|
|
2022
Q1 | $825K | Buy |
+21,933
| New | +$825K | 0.28% | 103 |
|