Venturi Wealth Management’s US Foods USFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-1,488
Closed -$100K 1763
2024
Q4
$100K Buy
1,488
+831
+126% +$56.1K ﹤0.01% 780
2024
Q3
$40.4K Buy
657
+275
+72% +$16.9K ﹤0.01% 827
2024
Q2
$20.2K Buy
382
+81
+27% +$4.29K ﹤0.01% 939
2024
Q1
$16.2K Buy
301
+5
+2% +$270 ﹤0.01% 795
2023
Q4
$13.4K Sell
296
-49
-14% -$2.23K ﹤0.01% 806
2023
Q3
$13.7K Buy
345
+314
+1,013% +$12.5K ﹤0.01% 736
2023
Q2
$1.36K Hold
31
﹤0.01% 978
2023
Q1
$1.15K Buy
+31
New +$1.15K ﹤0.01% 1093