Bogart Wealth LLC’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.7K | Buy |
1,025
+15
| +1% | +$1.14K | ﹤0.01% | 358 |
|
|
2025
Q1 | $75.8K | Buy |
1,010
+32
| +3% | +$2.4K | ﹤0.01% | 334 |
|
|
2024
Q4 | $74.8K | Buy |
978
+2
| +0.2% | +$153 | ﹤0.01% | 340 |
|
|
2024
Q3 | $76.2K | Buy |
976
+1
| +0.1% | +$78 | ﹤0.01% | 337 |
|
|
2024
Q2 | $69.6K | Buy |
975
+1
| +0.1% | +$71 | ﹤0.01% | 339 |
|
|
2024
Q1 | $79.1K | Buy |
974
+1
| +0.1% | +$81 | ﹤0.01% | 309 |
|
|
2023
Q4 | $71.2K | Hold |
973
| – | – | ﹤0.01% | 316 |
|
|
2023
Q3 | $64.3K | Hold |
973
| – | – | ﹤0.01% | 303 |
|
|
2023
Q2 | $72.2K | Hold |
973
| – | – | ﹤0.01% | 277 |
|
|
2023
Q1 | $75.1K | Hold |
973
| – | – | 0.01% | 263 |
|
|
2022
Q4 | $74.4K | Hold |
973
| – | – | 0.01% | 256 |
|
|
2022
Q3 | $69K | Hold |
973
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $82K | Buy |
973
+800
| +462% | +$67.4K | 0.01% | 229 |
|
|
2022
Q1 | $14K | Hold |
173
| – | – | ﹤0.01% | 444 |
|
|
2021
Q4 | $14K | Hold |
173
| – | – | ﹤0.01% | 439 |
|
|
2021
Q3 | $14K | Buy |
+173
| New | +$14K | ﹤0.01% | 416 |
|
|
2021
Q2 | – | Sell |
-394
| Closed | -$31K | – | 729 |
|
|
2021
Q1 | $31K | Buy |
+394
| New | +$31K | ﹤0.01% | 271 |
|