EP Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $709K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $534K | Buy |
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|
2023
Q2 | $587K | Sell |
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|
2023
Q1 | $50.1M | Buy |
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $729K | Buy |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $557K | Buy |
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|
2021
Q3 | $537K | Sell |
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|
2021
Q2 | $576K | Sell |
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|
2021
Q1 | $599K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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