Crestmont Private Wealth’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-2,627
Closed -$201K 85
2024
Q4
$201K Hold
2,627
0.09% 74
2024
Q3
$205K Buy
+2,627
New +$205K 0.09% 110