United Capital Financial Advisors’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 | $205K | Buy |
+2,666
| New | +$205K | ﹤0.01% | 1033 |
|
|
2020
Q4 | – | Sell |
-10,127
| Closed | -$225K | – | 1219 |
|
|
2020
Q3 | $225K | Buy |
10,127
+24
| +0.2% | +$533 | ﹤0.01% | 1036 |
|
|
2020
Q2 | $199K | Sell |
10,103
-3,859
| -28% | -$76K | ﹤0.01% | 1101 |
|
|
2020
Q1 | $247K | Sell |
13,962
-84,895
| -86% | -$1.5M | ﹤0.01% | 1013 |
|
|
2019
Q4 | $4.14M | Buy |
98,857
+87,475
| +769% | +$3.66M | 0.03% | 456 |
|
|
2019
Q3 | $468K | Sell |
11,382
-17,454
| -61% | -$718K | ﹤0.01% | 963 |
|
|
2019
Q2 | $1.03M | Buy |
28,836
+720
| +3% | +$25.7K | 0.01% | 795 |
|
|
2019
Q1 | $982K | Sell |
28,116
-1,396
| -5% | -$48.8K | 0.01% | 777 |
|
|
2018
Q4 | $934K | Sell |
29,512
-11,342
| -28% | -$359K | 0.01% | 734 |
|
|
2018
Q3 | $1.26M | Sell |
40,854
-3,537
| -8% | -$109K | 0.01% | 714 |
|
|
2018
Q2 | $1.68M | Buy |
+44,391
| New | +$1.68M | 0.01% | 634 |
|