Valeo Financial Advisors’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
Q2 | $307K | Buy |
3,510
+250
| +8% | +$21.9K | 0.01% | 575 |
|
|
2025
Q1 | $256K | Buy |
3,260
+209
| +7% | +$16.4K | 0.01% | 565 |
|
|
2024
Q4 | $258K | Buy |
3,051
+4
| +0.1% | +$338 | 0.01% | 573 |
|
|
2024
Q3 | $239K | Sell |
3,047
-18
| -0.6% | -$1.41K | 0.01% | 597 |
|
|
2024
Q2 | $203K | Buy |
+3,065
| New | +$203K | 0.01% | 609 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | – | – | 2044 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 1757 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 1604 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 1451 |
|