Claro Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,877
| Closed | -$216K | – | 501 |
|
2025
Q1 | $216K | Sell |
2,877
-86
| -3% | -$6.45K | 0.03% | 464 |
|
2024
Q4 | $227K | Sell |
2,963
-234
| -7% | -$17.9K | 0.03% | 430 |
|
2024
Q3 | $250K | Buy |
+3,197
| New | +$250K | 0.03% | 427 |
|
2024
Q2 | – | Sell |
-2,536
| Closed | -$206K | – | 453 |
|
2024
Q1 | $206K | Buy |
+2,536
| New | +$206K | 0.04% | 398 |
|
2019
Q1 | – | Sell |
-1,243
| Closed | -$91K | – | 825 |
|
2018
Q4 | $91K | Buy |
+1,243
| New | +$91K | 0.07% | 247 |
|