Baker Tilly Wealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,379
Closed -$473K 539
2023
Q2
$473K Sell
6,379
-517
-7% -$38.4K 0.05% 353
2023
Q1
$533K Buy
6,896
+27
+0.4% +$2.09K 0.06% 315
2022
Q4
$525K Buy
+6,869
New +$525K 0.06% 309