Carr Financial Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,822
| Closed | -$216K | – | 186 |
|
2024
Q4 | $216K | Buy |
2,822
+19
| +0.7% | +$1.45K | 0.07% | 170 |
|
2024
Q3 | $219K | Buy |
+2,803
| New | +$219K | 0.06% | 181 |
|
2024
Q2 | – | Sell |
-2,783
| Closed | -$226K | – | 193 |
|
2024
Q1 | $226K | Buy |
2,783
+1
| +0% | +$81 | 0.08% | 167 |
|
2023
Q4 | $203K | Buy |
+2,782
| New | +$203K | 0.08% | 163 |
|
2023
Q3 | – | Sell |
-2,779
| Closed | -$206K | – | 177 |
|
2023
Q2 | $206K | Buy |
2,779
+2
| +0.1% | +$148 | 0.08% | 170 |
|
2023
Q1 | $215K | Buy |
+2,777
| New | +$215K | 0.09% | 159 |
|