
Wealth Enhancement Advisory Services’s US Foods USFD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.86M | Buy |
49,255
+7,540
| +18% | +$591K | 0.01% | 1011 |
|
2025
Q1 | $2.73M | Buy |
41,715
+13,821
| +50% | +$905K | 0.01% | 1091 |
|
2024
Q4 | $1.88M | Buy |
27,894
+18,057
| +184% | +$1.22M | ﹤0.01% | 1210 |
|
2024
Q3 | $605K | Buy |
9,837
+1
| +0% | +$62 | ﹤0.01% | 1677 |
|
2024
Q2 | $521K | Buy |
9,836
+137
| +1% | +$7.26K | ﹤0.01% | 1626 |
|
2024
Q1 | $523K | Sell |
9,699
-1,821
| -16% | -$98.3K | ﹤0.01% | 1557 |
|
2023
Q4 | $523K | Sell |
11,520
-2,376
| -17% | -$108K | ﹤0.01% | 1473 |
|
2023
Q3 | $552K | Buy |
+13,896
| New | +$552K | ﹤0.01% | 1370 |
|
2022
Q4 | – | Sell |
-97,062
| Closed | -$2.58M | – | 370 |
|
2022
Q3 | $2.58M | Buy |
+97,062
| New | +$2.58M | 0.04% | 154 |
|