Venturi Wealth Management’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 |
-474
| Closed | -$40.1K | – | 1474 |
|
|
2024
Q4 | $40.1K | Buy |
474
+65
| +16% | +$5.5K | ﹤0.01% | 1091 |
|
|
2024
Q3 | $32.1K | Buy |
409
+274
| +203% | +$21.5K | ﹤0.01% | 890 |
|
|
2024
Q2 | $8.93K | Buy |
135
+96
| +246% | +$6.35K | ﹤0.01% | 1128 |
|
|
2024
Q1 | $2.91K | Hold |
39
| – | – | ﹤0.01% | 1192 |
|
|
2023
Q4 | $2.7K | Sell |
39
-107
| -73% | -$7.4K | ﹤0.01% | 1145 |
|
|
2023
Q3 | $8.59K | Buy |
+146
| New | +$8.59K | ﹤0.01% | 834 |
|