EP Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Sell |
19,409
-1,108
| -5% | -$83.9K | 0.01% | 480 |
|
|
2025
Q1 | $1.54M | Buy |
20,517
+5,303
| +35% | +$398K | 0.01% | 407 |
|
|
2024
Q4 | $1.16M | Sell |
15,214
-571
| -4% | -$43.7K | 0.01% | 460 |
|
|
2024
Q3 | $1.23M | Buy |
15,785
+5,859
| +59% | +$457K | 0.01% | 448 |
|
|
2024
Q2 | $709K | Buy |
9,926
+1,570
| +19% | +$112K | 0.01% | 462 |
|
|
2024
Q1 | $678K | Buy |
8,356
+791
| +10% | +$64.2K | 0.01% | 446 |
|
|
2023
Q4 | $553K | Sell |
7,565
-527
| -7% | -$38.5K | 0.01% | 473 |
|
|
2023
Q3 | $534K | Buy |
8,092
+3,145
| +64% | +$208K | 0.01% | 450 |
|
|
2023
Q2 | $587K | Sell |
4,947
-170,437
| -97% | -$20.2M | 0.01% | 433 |
|
|
2023
Q1 | $50.1M | Buy |
175,384
+168,521
| +2,456% | +$48.1M | 0.86% | 24 |
|
|
2022
Q4 | $525K | Sell |
6,863
-3,446
| -33% | -$263K | 0.01% | 366 |
|
|
2022
Q3 | $729K | Buy |
10,309
+3,651
| +55% | +$258K | 0.02% | 258 |
|
|
2022
Q2 | $564K | Buy |
6,658
+123
| +2% | +$10.4K | 0.01% | 348 |
|
|
2022
Q1 | $534K | Sell |
6,535
-555
| -8% | -$45.4K | 0.01% | 374 |
|
|
2021
Q4 | $557K | Buy |
7,090
+244
| +4% | +$19.2K | 0.01% | 333 |
|
|
2021
Q3 | $537K | Sell |
6,846
-564
| -8% | -$44.2K | 0.01% | 320 |
|
|
2021
Q2 | $576K | Sell |
7,410
-197
| -3% | -$15.3K | 0.02% | 315 |
|
|
2021
Q1 | $599K | Buy |
+7,607
| New | +$599K | 0.02% | 291 |
|
|
2020
Q1 | – | Sell |
-2,344
| Closed | -$201K | – | 432 |
|
|
2019
Q4 | $201K | Buy |
+2,344
| New | +$201K | 0.01% | 397 |
|