Core Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $820K | Buy |
10,824
+31
| +0.3% | +$2.35K | 0.42% | 59 |
|
2025
Q1 | $810K | Buy |
10,793
+29
| +0.3% | +$2.18K | 0.47% | 54 |
|
2024
Q4 | $823K | Buy |
10,764
+29
| +0.3% | +$2.22K | 0.47% | 53 |
|
2024
Q3 | $838K | Buy |
10,735
+31
| +0.3% | +$2.42K | 0.51% | 54 |
|
2024
Q2 | $764K | Buy |
10,704
+3,936
| +58% | +$281K | 0.52% | 44 |
|
2024
Q1 | $549K | Buy |
6,768
+27
| +0.4% | +$2.19K | 0.42% | 52 |
|
2023
Q4 | $493K | Buy |
6,741
+33
| +0.5% | +$2.41K | 0.4% | 54 |
|
2023
Q3 | $443K | Buy |
6,708
+2
| +0% | +$132 | 0.4% | 56 |
|
2023
Q2 | $498K | Sell |
6,706
-549
| -8% | -$40.7K | 0.46% | 52 |
|
2023
Q1 | $560K | Sell |
7,255
-3,229
| -31% | -$249K | 0.56% | 44 |
|
2022
Q4 | $1.36M | Buy |
+10,484
| New | +$1.36M | 1.53% | 18 |
|