Alliance Wealth Advisors (Utah)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $623K | Buy |
8,223
+1
| +0% | +$76 | 0.15% | 136 |
|
2025
Q1 | $617K | Buy |
8,222
+2
| +0% | +$150 | 0.16% | 139 |
|
2024
Q4 | $629K | Sell |
8,220
-129
| -2% | -$9.86K | 0.16% | 140 |
|
2024
Q3 | $652K | Buy |
8,349
+130
| +2% | +$10.1K | 0.17% | 133 |
|
2024
Q2 | $587K | Buy |
8,219
+3
| +0% | +$214 | 0.17% | 128 |
|
2024
Q1 | $667K | Hold |
8,216
| – | – | 0.2% | 113 |
|
2023
Q4 | $601K | Sell |
8,216
-770
| -9% | -$56.3K | 0.2% | 112 |
|
2023
Q3 | $594K | Hold |
8,986
| – | – | 0.22% | 104 |
|
2023
Q2 | $667K | Hold |
8,986
| – | – | 0.25% | 98 |
|
2023
Q1 | $694K | Hold |
8,986
| – | – | 0.28% | 89 |
|
2022
Q4 | $687K | Buy |
+8,986
| New | +$687K | 0.31% | 81 |
|