BSW Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $488K | Buy |
6,449
+146
| +2% | +$11.1K | 0.07% | 167 |
|
|
2025
Q1 | $473K | Sell |
6,303
-430
| -6% | -$32.3K | 0.07% | 161 |
|
|
2024
Q4 | $515K | Sell |
6,733
-196
| -3% | -$15K | 0.08% | 158 |
|
|
2024
Q3 | $541K | Buy |
6,929
+2,000
| +41% | +$156K | 0.08% | 135 |
|
|
2024
Q2 | $352K | Buy |
4,929
+395
| +9% | +$28.2K | 0.06% | 184 |
|
|
2024
Q1 | $368K | Buy |
4,534
+660
| +17% | +$53.6K | 0.06% | 179 |
|
|
2023
Q4 | $283K | Buy |
3,874
+91
| +2% | +$6.66K | 0.06% | 210 |
|
|
2023
Q3 | $250K | Sell |
3,783
-1,377
| -27% | -$91K | 0.06% | 203 |
|
|
2023
Q2 | $383K | Sell |
5,160
-39
| -0.8% | -$2.89K | 0.08% | 149 |
|
|
2023
Q1 | $401K | Buy |
5,199
+1,453
| +39% | +$112K | 0.08% | 172 |
|
|
2022
Q4 | $286K | Sell |
3,746
-1,295
| -26% | -$98.9K | 0.06% | 229 |
|
|
2022
Q3 | $356K | Buy |
5,041
+2,503
| +99% | +$177K | 0.09% | 151 |
|
|
2022
Q2 | $215K | Buy |
+2,538
| New | +$215K | 0.05% | 246 |
|