Accretive Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
24,797
+304
| +1% | +$23K | 0.62% | 54 |
|
|
2025
Q1 | $1.71M | Buy |
24,493
+2,719
| +12% | +$190K | 0.61% | 55 |
|
|
2024
Q4 | $1.66M | Sell |
21,774
-9
| -0% | -$688 | 0.71% | 47 |
|
|
2024
Q3 | $1.7M | Sell |
21,783
-344
| -2% | -$26.9K | 0.71% | 47 |
|
|
2024
Q2 | $1.58M | Buy |
22,127
+262
| +1% | +$18.7K | 0.66% | 48 |
|
|
2024
Q1 | $1.65M | Buy |
21,865
+77
| +0.4% | +$5.8K | 0.73% | 42 |
|
|
2023
Q4 | $1.59M | Buy |
21,788
+212
| +1% | +$15.5K | 0.77% | 42 |
|
|
2023
Q3 | $1.43M | Buy |
21,576
+179
| +0.8% | +$11.8K | 0.85% | 34 |
|
|
2023
Q2 | $1.59M | Buy |
21,397
+361
| +2% | +$26.8K | 0.94% | 29 |
|
|
2023
Q1 | $1.62M | Buy |
21,036
+144
| +0.7% | +$11.1K | 1.04% | 24 |
|
|
2022
Q4 | $1.6M | Sell |
20,892
-172
| -0.8% | -$13.1K | 1.1% | 22 |
|
|
2022
Q3 | $1.49M | Buy |
21,064
+45
| +0.2% | +$3.18K | 1.13% | 25 |
|
|
2022
Q2 | $1.78M | Buy |
21,019
+23
| +0.1% | +$1.95K | 1.29% | 17 |
|
|
2022
Q1 | $1.71M | Buy |
20,996
+159
| +0.8% | +$13K | 1.08% | 22 |
|
|
2021
Q4 | $1.64M | Buy |
20,837
+39
| +0.2% | +$3.06K | 1.04% | 23 |
|
|
2021
Q3 | $1.63M | Buy |
20,798
+681
| +3% | +$53.5K | 1.15% | 18 |
|
|
2021
Q2 | $1.56M | Buy |
20,117
+1,095
| +6% | +$85.1K | 1.13% | 19 |
|
|
2021
Q1 | $1.5M | Buy |
19,022
+968
| +5% | +$76.2K | 1.35% | 14 |
|
|
2020
Q4 | $1.34M | Buy |
+18,054
| New | +$1.34M | 1.33% | 14 |
|