Confluence Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Hold |
5,582
| – | – | 0.02% | 266 |
|
|
2025
Q1 | $407K | Buy |
5,582
+2,500
| +81% | +$182K | 0.03% | 257 |
|
|
2024
Q4 | $227K | Hold |
3,082
| – | – | 0.01% | 304 |
|
|
2024
Q3 | $241K | Buy |
+3,082
| New | +$241K | 0.02% | 311 |
|
|
2023
Q3 | – | Sell |
-5,587
| Closed | -$415K | – | 272 |
|
|
2023
Q2 | $415K | Sell |
5,587
-29
| -0.5% | -$2.15K | 0.09% | 177 |
|
|
2023
Q1 | $434K | Hold |
5,616
| – | – | 0.1% | 156 |
|
|
2022
Q4 | $429K | Sell |
5,616
-17
| -0.3% | -$1.3K | 0.11% | 155 |
|
|
2022
Q3 | $398K | Sell |
5,633
-254
| -4% | -$17.9K | 0.17% | 149 |
|
|
2022
Q2 | $484K | Buy |
5,887
+432
| +8% | +$35.5K | 0.21% | 153 |
|
|
2022
Q1 | $445K | Sell |
5,455
-1,170
| -18% | -$95.4K | 0.16% | 153 |
|
|
2021
Q4 | $520K | Buy |
+6,625
| New | +$520K | 0.17% | 137 |
|