AOWM
Alpha Omega Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Hold |
5,894
| – | – | 0.08% | 155 |
|
|
2025
Q1 | $442K | Hold |
5,894
| – | – | 0.08% | 153 |
|
|
2024
Q4 | $451K | Sell |
5,894
-235
| -4% | -$18K | 0.09% | 152 |
|
|
2024
Q3 | $478K | Sell |
6,129
-225
| -4% | -$17.6K | 0.09% | 150 |
|
|
2024
Q2 | $454K | Hold |
6,354
| – | – | 0.09% | 152 |
|
|
2024
Q1 | $516K | Sell |
6,354
-50
| -0.8% | -$4.06K | 0.1% | 148 |
|
|
2023
Q4 | $468K | Sell |
6,404
-175
| -3% | -$12.8K | 0.08% | 146 |
|
|
2023
Q3 | $435K | Sell |
6,579
-58
| -0.9% | -$3.83K | 0.07% | 143 |
|
|
2023
Q2 | $492K | Sell |
6,637
-25
| -0.4% | -$1.86K | 0.08% | 143 |
|
|
2023
Q1 | $515K | Sell |
6,662
-136
| -2% | -$10.5K | 0.09% | 143 |
|
|
2022
Q4 | $520K | Hold |
6,798
| – | – | 0.09% | 143 |
|
|
2022
Q3 | $481K | Sell |
6,798
-25
| -0.4% | -$1.77K | 0.09% | 139 |
|
|
2022
Q2 | $578K | Sell |
6,823
-393
| -5% | -$33.3K | 0.1% | 131 |
|
|
2022
Q1 | $589K | Sell |
7,216
-234
| -3% | -$19.1K | 0.09% | 142 |
|
|
2021
Q4 | $599K | Sell |
7,450
-463
| -6% | -$37.2K | 0.09% | 141 |
|
|
2021
Q3 | $621K | Sell |
7,913
-350
| -4% | -$27.5K | 0.1% | 136 |
|
|
2021
Q2 | $642K | Sell |
8,263
-660
| -7% | -$51.3K | 0.11% | 138 |
|
|
2021
Q1 | $703K | Sell |
8,923
-1,407
| -14% | -$111K | 0.12% | 130 |
|
|
2020
Q4 | $767K | Sell |
10,330
-137
| -1% | -$10.2K | 0.13% | 119 |
|
|
2020
Q3 | $651K | Buy |
10,467
+296
| +3% | +$18.4K | 0.09% | 114 |
|
|
2020
Q2 | $556K | Sell |
10,171
-200
| -2% | -$10.9K | 0.08% | 125 |
|
|
2020
Q1 | $473K | Sell |
10,371
-708
| -6% | -$32.3K | 0.09% | 128 |
|
|
2019
Q4 | $948K | Sell |
11,079
-55
| -0.5% | -$4.71K | 0.15% | 104 |
|
|
2019
Q3 | $895K | Buy |
11,134
+606
| +6% | +$48.7K | 0.15% | 111 |
|
|
2019
Q2 | $745K | Sell |
10,528
-375
| -3% | -$26.5K | 0.32% | 67 |
|
|
2019
Q1 | $728K | Sell |
10,903
-50
| -0.5% | -$3.34K | 0.33% | 69 |
|
|
2018
Q4 | $686K | Sell |
10,953
-90
| -0.8% | -$5.64K | 0.35% | 63 |
|
|
2018
Q3 | $809K | Hold |
11,043
| – | – | 0.36% | 61 |
|
|
2018
Q2 | $754K | Sell |
11,043
-500
| -4% | -$34.1K | 0.37% | 60 |
|
|
2018
Q1 | $692K | Sell |
11,543
-100
| -0.9% | -$6K | 0.35% | 64 |
|
|
2017
Q4 | $707K | Sell |
11,643
-300
| -3% | -$18.2K | 0.35% | 64 |
|
|
2017
Q3 | $644K | Sell |
11,943
-800
| -6% | -$43.1K | 0.32% | 65 |
|
|
2017
Q2 | $641K | Hold |
12,743
| – | – | 0.33% | 65 |
|
|
2017
Q1 | $662K | Sell |
12,743
-400
| -3% | -$20.8K | 0.35% | 64 |
|
|
2016
Q4 | $728K | Buy |
+13,143
| New | +$728K | 0.38% | 63 |
|