Burt Wealth Advisors’s Sysco SYY Stock Holding History

Burt Wealth Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$258K	Hold	3,400	–	–	0.06%	104
2025 Q1	$255K	Hold	3,400	–	–	0.06%	101
2024 Q4	$260K	Sell	3,400 -94	-3%	-$7.19K	0.07%	102
2024 Q3	$273K	Buy	3,494 +44	+1%	+$3.44K	0.07%	100
2024 Q2	$246K	Buy	3,450 +50	+1%	+$3.57K	0.06%	99
2024 Q1	$276K	Hold	3,400	–	–	0.07%	99
2023 Q4	$249K	Hold	3,400	–	–	0.07%	98
2023 Q3	$225K	Hold	3,400	–	–	0.07%	90
2023 Q2	$252K	Sell	3,400 -22	-0.6%	-$1.63K	0.08%	91
2023 Q1	$264K	Buy	3,422 +22	+0.6%	+$1.7K	0.08%	91
2022 Q4	$260K	Hold	3,400	–	–	0.09%	92
2022 Q3	$240K	Hold	3,400	–	–	0.1%	76
2022 Q2	$288K	Hold	3,400	–	–	0.1%	73
2022 Q1	$278K	Hold	3,400	–	–	0.08%	80
2021 Q4	$267K	Hold	3,400	–	–	0.09%	79
2021 Q3	$267K	Hold	3,400	–	–	0.09%	79
2021 Q2	$264K	Hold	3,400	–	–	0.1%	74
2021 Q1	$268K	Hold	3,400	–	–	0.1%	77
2020 Q4	$252K	Hold	3,400	–	–	0.09%	77
2020 Q3	$212K	Hold	3,400	–	–	0.08%	81
2020 Q2	$186K	Hold	3,400	–	–	0.08%	80
2020 Q1	$155K	Hold	3,400	–	–	0.07%	90
2019 Q4	$291K	Hold	3,400	–	–	0.11%	64
2019 Q3	$270K	Hold	3,400	–	–	0.11%	67
2019 Q2	$240K	Hold	3,400	–	–	0.11%	71
2019 Q1	$227K	Buy	3,400 +1,800	+113%	+$120K	0.1%	74
2018 Q4	$100K	Hold	1,600	–	–	0.05%	126
2018 Q3	$117K	Hold	1,600	–	–	0.05%	125
2018 Q2	$109K	Hold	1,600	–	–	0.05%	121
2018 Q1	$96K	Hold	1,600	–	–	0.05%	128
2017 Q4	$97K	Hold	1,600	–	–	0.06%	131
2017 Q3	$86K	Hold	1,600	–	–	0.06%	135
2017 Q2	$80K	Hold	1,600	–	–	0.06%	141
2017 Q1	$83K	Sell	1,600 -100	-6%	-$5.19K	0.06%	127
2016 Q4	$94K	Buy	1,700 +100	+6%	+$5.53K	0.08%	119
2016 Q3	$78K	Hold	1,600	–	–	0.08%	125
2016 Q2	$81K	Hold	1,600	–	–	0.09%	119
2016 Q1	$75K	Buy	1,600 +1,063	+198%	+$49.8K	0.07%	135
2015 Q4	$22K	Buy	537 +137	+34%	+$5.61K	0.02%	197
2015 Q3	$15K	Hold	400	–	–	0.02%	209
2015 Q2	$14K	Hold	400	–	–	0.02%	234
2015 Q1	$15K	Sell	400 -257	-39%	-$9.64K	0.02%	212
2014 Q4	$26K	Buy	+657	New	+$26K	0.03%	175