Congress Wealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.41M Buy
58,161
+46,083
+382% +$3.49M 0.04% 415
2025
Q1
$905K Buy
12,078
+57
+0.5% +$4.27K 0.01% 654
2024
Q4
$866K Buy
12,021
+813
+7% +$58.5K 0.01% 541
2024
Q3
$875K Buy
+11,208
New +$875K 0.01% 535