Confluence Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $463K | Buy |
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|
2025
Q2 | $423K | Hold |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $241K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $434K | Hold |
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|
2022
Q4 | $429K | Sell |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $520K | Buy |
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