Woodson Capital Management’s US Foods USFD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-150,000	Closed	-$6.81M	–	43
2023 Q4	$6.81M	Sell	150,000 -30,000	-17%	-$1.36M	1.4%	25
2023 Q3	$7.15M	Sell	180,000 -20,000	-10%	-$794K	1.39%	30
2023 Q2	$8.8M	Buy	+200,000	New	+$8.8M	1.33%	30