Arkadios Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $783K | Buy |
10,339
+4,740
| +85% | +$359K | 0.02% | 661 |
|
|
2025
Q1 | $420K | Buy |
5,599
+919
| +20% | +$69K | 0.02% | 769 |
|
|
2024
Q4 | $358K | Sell |
4,680
-530
| -10% | -$40.5K | 0.02% | 663 |
|
|
2024
Q3 | $407K | Buy |
5,210
+1,721
| +49% | +$134K | 0.02% | 614 |
|
|
2024
Q2 | $249K | Buy |
+3,489
| New | +$249K | 0.02% | 695 |
|
|
2021
Q4 | – | Sell |
-600
| Closed | -$47K | – | 1638 |
|
|
2021
Q3 | $47K | Sell |
600
-326
| -35% | -$25.5K | 0.01% | 891 |
|
|
2021
Q2 | $72K | Sell |
926
-97
| -9% | -$7.54K | 0.01% | 815 |
|
|
2021
Q1 | $80K | Buy |
1,023
+71
| +7% | +$5.55K | 0.01% | 581 |
|
|
2020
Q4 | $70K | Buy |
952
+568
| +148% | +$41.8K | 0.01% | 496 |
|
|
2020
Q3 | $25.3K | Sell |
384
-208
| -35% | -$13.7K | 0.01% | 551 |
|
|
2020
Q2 | $31.4K | Buy |
592
+108
| +22% | +$5.73K | 0.02% | 458 |
|
|
2020
Q1 | $22.1K | Hold |
484
| – | – | 0.01% | 467 |
|
|
2019
Q4 | $37.8K | Buy |
+484
| New | +$37.8K | 0.02% | 348 |
|