9258 Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $319K | Sell |
4,083
-147
| -3% | -$11.5K | 0.05% | 267 |
|
|
2024
Q2 | $302K | Buy |
4,230
+9
| +0.2% | +$642 | 0.05% | 266 |
|
|
2024
Q1 | $343K | Buy |
4,221
+9
| +0.2% | +$731 | 0.05% | 247 |
|
|
2023
Q4 | $308K | Sell |
4,212
-229
| -5% | -$16.7K | 0.05% | 251 |
|
|
2023
Q3 | $293K | Sell |
4,441
-1
| -0% | -$66 | 0.06% | 253 |
|
|
2023
Q2 | $330K | Buy |
4,442
+18
| +0.4% | +$1.34K | 0.06% | 243 |
|
|
2023
Q1 | $342K | Buy |
4,424
+35
| +0.8% | +$2.7K | 0.07% | 234 |
|
|
2022
Q4 | $336K | Buy |
+4,389
| New | +$336K | 0.07% | 232 |
|
|
2022
Q3 | – | Sell |
-2,586
| Closed | -$219K | – | 341 |
|
|
2022
Q2 | $219K | Buy |
2,586
+7
| +0.3% | +$593 | 0.06% | 299 |
|
|
2022
Q1 | $211K | Sell |
2,579
-39
| -1% | -$3.19K | 0.05% | 334 |
|
|
2021
Q4 | $206K | Sell |
2,618
-334
| -11% | -$26.3K | 0.05% | 347 |
|
|
2021
Q3 | $232K | Buy |
2,952
+8
| +0.3% | +$629 | 0.06% | 307 |
|
|
2021
Q2 | $229K | Sell |
2,944
-180
| -6% | -$14K | 0.06% | 310 |
|
|
2021
Q1 | $246K | Buy |
+3,124
| New | +$246K | 0.07% | 273 |
|
|
2020
Q1 | – | Sell |
-2,741
| Closed | -$234K | – | 317 |
|
|
2019
Q4 | $234K | Buy |
+2,741
| New | +$234K | 0.09% | 254 |
|