Accurate Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-33,953
| Closed | -$2.39M | – | 456 |
|
2025
Q1 | $2.39M | Sell |
33,953
-744
| -2% | -$52.4K | 0.46% | 61 |
|
2024
Q4 | $2.55M | Buy |
34,697
+1,899
| +6% | +$140K | 0.49% | 54 |
|
2024
Q3 | $2.48M | Sell |
32,798
-372
| -1% | -$28.1K | 0.5% | 57 |
|
2024
Q2 | $2.38M | Buy |
33,170
+359
| +1% | +$25.8K | 0.57% | 54 |
|
2024
Q1 | $2.52M | Buy |
+32,811
| New | +$2.52M | 0.74% | 43 |
|
2023
Q1 | – | Sell |
-2,002
| Closed | -$160K | – | 1307 |
|
2022
Q4 | $160K | Buy |
+2,002
| New | +$160K | 0.06% | 233 |
|