Curated 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 | $1.06M | Sell |
14,015
-2,644
| -16% | -$200K | 0.12% | 52 |
|
|
2025
Q1 | $1.25M | Buy |
16,659
+599
| +4% | +$44.9K | 0.16% | 39 |
|
|
2024
Q4 | $1.23M | Buy |
16,060
+1,162
| +8% | +$88.8K | 0.14% | 41 |
|
|
2024
Q3 | $1.16M | Buy |
14,898
+3,857
| +35% | +$301K | 0.15% | 41 |
|
|
2024
Q2 | $788K | Buy |
+11,041
| New | +$788K | 0.11% | 57 |
|