Avantax Advisory Services’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.21M Buy
42,318
+15,613
+58% +$1.18M 0.02% 596
2025
Q1
$2M Buy
26,705
+438
+2% +$32.9K 0.01% 742
2024
Q4
$2.01M Sell
26,267
-5,191
-17% -$397K 0.01% 707
2024
Q3
$2.46M Sell
31,458
-1,242
-4% -$97K 0.02% 604
2024
Q2
$2.33M Sell
32,700
-2,314
-7% -$165K 0.02% 601
2024
Q1
$2.84M Buy
35,014
+14,174
+68% +$1.15M 0.03% 448
2023
Q4
$1.52M Buy
20,840
+1,411
+7% +$103K 0.02% 587
2023
Q3
$1.28M Sell
19,429
-3,071
-14% -$203K 0.01% 596
2023
Q2
$1.67M Buy
22,500
+507
+2% +$37.6K 0.02% 512
2023
Q1
$1.7M Buy
21,993
+3,743
+21% +$289K 0.02% 486
2022
Q4
$1.4M Sell
18,250
-1,298
-7% -$99.2K 0.02% 521
2022
Q3
$1.38M Sell
19,548
-1,549
-7% -$110K 0.02% 466
2022
Q2
$1.79M Buy
21,097
+1,055
+5% +$89.4K 0.03% 401
2022
Q1
$1.63M Buy
20,042
+3,162
+19% +$257K 0.02% 424
2021
Q4
$1.33M Buy
16,880
+299
+2% +$23.5K 0.02% 449
2021
Q3
$1.3M Buy
16,581
+472
+3% +$37.1K 0.02% 417
2021
Q2
$1.26M Sell
16,109
-2,735
-15% -$213K 0.02% 430
2021
Q1
$1.49M Sell
18,844
-914
-5% -$72K 0.03% 356
2020
Q4
$1.47M Sell
19,758
-25,546
-56% -$1.9M 0.03% 319
2020
Q3
$2.81M Buy
45,304
+28,397
+168% +$1.76M 0.05% 297
2020
Q2
$921K Buy
16,907
+5,643
+50% +$307K 0.03% 360
2020
Q1
$515K Buy
11,264
+83
+0.7% +$3.8K 0.02% 432
2019
Q4
$957K Buy
11,181
+7,373
+194% +$631K 0.02% 343
2019
Q3
$304K Buy
3,808
+448
+13% +$35.8K 0.01% 431
2019
Q2
$238K Buy
3,360
+277
+9% +$19.6K 0.01% 444
2019
Q1
$206K Buy
+3,083
New +$206K 0.01% 456