Curi Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-131,700
| Closed | -$9.63M | – | 134 |
|
|
2023
Q4 | $9.63M | Buy |
+131,700
| New | +$9.63M | 1.33% | 25 |
|
|
2022
Q3 | – | Sell |
-1,161
| Closed | -$98K | – | 631 |
|
|
2022
Q2 | $98K | Buy |
1,161
+81
| +8% | +$6.84K | 0.02% | 177 |
|
|
2022
Q1 | $88K | Buy |
1,080
+6
| +0.6% | +$489 | 0.02% | 168 |
|
|
2021
Q4 | $84K | Buy |
+1,074
| New | +$84K | 0.01% | 153 |
|
|
2021
Q1 | – | Sell |
-1,049
| Closed | -$77K | – | 439 |
|
|
2020
Q4 | $77K | Buy |
+1,049
| New | +$77K | 0.06% | 127 |
|