Waverly 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 | $614K | Buy |
7,977
+248
| +3% | +$19.1K | 0.01% | 749 |
|
|
2025
Q1 | $506K | Sell |
7,729
-3,189
| -29% | -$209K | 0.01% | 769 |
|
|
2024
Q4 | $737K | Buy |
10,918
+79
| +0.7% | +$5.33K | 0.01% | 581 |
|
|
2024
Q3 | $667K | Sell |
10,839
-117
| -1% | -$7.2K | 0.01% | 524 |
|
|
2024
Q2 | $580K | Sell |
10,956
-2,543
| -19% | -$135K | 0.01% | 541 |
|
|
2024
Q1 | $729K | Buy |
+13,499
| New | +$729K | 0.02% | 416 |
|