Charles Schwab Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
4,200
| – | – | 0.02% | 148 |
|
|
2025
Q1 | $315K | Buy |
4,200
+400
| +11% | +$30K | 0.03% | 142 |
|
|
2024
Q4 | $291K | Hold |
3,800
| – | – | 0.03% | 137 |
|
|
2024
Q3 | $297K | Hold |
3,800
| – | – | 0.03% | 129 |
|
|
2024
Q2 | $271K | Hold |
3,800
| – | – | 0.03% | 135 |
|
|
2024
Q1 | $308K | Sell |
3,800
-1,000
| -21% | -$81.2K | 0.03% | 133 |
|
|
2023
Q4 | $351K | Sell |
4,800
-240
| -5% | -$17.6K | 0.03% | 137 |
|
|
2023
Q3 | $333K | Buy |
+5,040
| New | +$333K | 0.04% | 137 |
|