CWM
Cahaba Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Hold |
2,971
| – | – | 0.02% | 144 |
|
|
2025
Q1 | $223K | Hold |
2,971
| – | – | 0.02% | 136 |
|
|
2024
Q4 | $227K | Hold |
2,971
| – | – | 0.02% | 135 |
|
|
2024
Q3 | $232K | Hold |
2,971
| – | – | 0.02% | 132 |
|
|
2024
Q2 | $212K | Hold |
2,971
| – | – | 0.02% | 140 |
|
|
2024
Q1 | $241K | Sell |
2,971
-346
| -10% | -$28.1K | 0.02% | 134 |
|
|
2023
Q4 | $243K | Buy |
3,317
+52
| +2% | +$3.8K | 0.02% | 125 |
|
|
2023
Q3 | $216K | Buy |
3,265
+294
| +10% | +$19.4K | 0.02% | 136 |
|
|
2023
Q2 | $220K | Hold |
2,971
| – | – | 0.02% | 137 |
|
|
2023
Q1 | $229K | Sell |
2,971
-12
| -0.4% | -$927 | 0.03% | 130 |
|
|
2022
Q4 | $228K | Buy |
2,983
+4
| +0.1% | +$306 | 0.03% | 131 |
|
|
2022
Q3 | $210K | Buy |
2,979
+8
| +0.3% | +$564 | 0.03% | 123 |
|
|
2022
Q2 | $251K | Hold |
2,971
| – | – | 0.04% | 117 |
|
|
2022
Q1 | $253K | Hold |
2,971
| – | – | 0.03% | 127 |
|
|
2021
Q4 | $233K | Hold |
2,971
| – | – | 0.03% | 135 |
|
|
2021
Q3 | $233K | Buy |
+2,971
| New | +$233K | 0.03% | 126 |
|