Avion Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Sell |
4,387
-404
| -8% | -$30.6K | 0.08% | 67 |
|
|
2025
Q1 | $366K | Hold |
4,791
| – | – | 0.09% | 59 |
|
|
2024
Q4 | $366K | Buy |
4,791
+345
| +8% | +$26.4K | 0.09% | 59 |
|
|
2024
Q3 | $347K | Buy |
4,446
+7
| +0.2% | +$546 | 0.09% | 58 |
|
|
2024
Q2 | $316K | Buy |
4,439
+95
| +2% | +$6.76K | 0.09% | 58 |
|
|
2024
Q1 | $353K | Buy |
4,344
+19
| +0.4% | +$1.54K | 0.09% | 54 |
|
|
2023
Q4 | $316K | Sell |
4,325
-18
| -0.4% | -$1.32K | 0.09% | 56 |
|
|
2023
Q3 | $286K | Buy |
4,343
+41
| +1% | +$2.7K | 0.08% | 56 |
|
|
2023
Q2 | $318K | Buy |
4,302
+14
| +0.3% | +$1.04K | 0.08% | 56 |
|
|
2023
Q1 | $327K | Hold |
4,288
| – | – | 0.09% | 51 |
|
|
2022
Q4 | $303K | Hold |
4,288
| – | – | 0.09% | 50 |
|
|
2022
Q3 | $303K | Buy |
4,288
+3,346
| +355% | +$236K | 0.09% | 50 |
|
|
2022
Q2 | $80K | Hold |
942
| – | – | 0.02% | 107 |
|
|
2022
Q1 | $77K | Sell |
942
-200
| -18% | -$16.3K | 0.02% | 101 |
|
|
2021
Q4 | $90K | Buy |
1,142
+200
| +21% | +$15.8K | 0.03% | 89 |
|
|
2021
Q3 | $74K | Buy |
942
+200
| +27% | +$15.7K | 0.02% | 101 |
|
|
2021
Q2 | $58K | Buy |
742
+12
| +2% | +$938 | 0.02% | 120 |
|
|
2021
Q1 | $57K | Hold |
730
| – | – | 0.02% | 116 |
|
|
2020
Q4 | $54K | Sell |
730
-433
| -37% | -$32K | 0.02% | 118 |
|
|
2020
Q3 | $72K | Buy |
1,163
+433
| +59% | +$26.8K | 0.02% | 73 |
|
|
2020
Q2 | $40K | Sell |
730
-100
| -12% | -$5.48K | 0.01% | 100 |
|
|
2020
Q1 | $38K | Buy |
+830
| New | +$38K | 0.02% | 98 |
|