Beacon Investment 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
$1.63M Buy
21,673
+100
+0.5% +$7.5K 0.7% 43
2025
Q1
$1.62M Buy
21,573
+107
+0.5% +$8.03K 0.76% 36
2024
Q4
$1.64M Sell
21,466
-427
-2% -$32.6K 0.77% 38
2024
Q3
$1.71M Sell
21,893
-389
-2% -$30.4K 0.81% 37
2024
Q2
$1.59M Buy
22,282
+29
+0.1% +$2.07K 0.81% 39
2024
Q1
$1.81M Sell
22,253
-2,427
-10% -$197K 1.03% 28
2023
Q4
$1.8M Buy
24,680
+133
+0.5% +$9.73K 1.15% 26
2023
Q3
$1.62M Buy
24,547
+114
+0.5% +$7.53K 1.15% 27
2023
Q2
$1.81M Sell
24,433
-342
-1% -$25.4K 1.24% 20
2023
Q1
$1.91M Buy
24,775
+2,716
+12% +$210K 1.4% 18
2022
Q4
$1.69M Buy
+22,059
New +$1.69M 1.41% 19