Everhart Financial Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Buy |
6,203
+332
| +6% | +$25.1K | 0.05% | 227 |
|
|
2025
Q1 | $441K | Buy |
5,871
+632
| +12% | +$47.4K | 0.06% | 227 |
|
|
2024
Q4 | $401K | Sell |
5,239
-46
| -0.9% | -$3.52K | 0.08% | 221 |
|
|
2024
Q3 | $413K | Buy |
5,285
+309
| +6% | +$24.1K | 0.09% | 218 |
|
|
2024
Q2 | $355K | Buy |
4,976
+1,563
| +46% | +$112K | 0.09% | 207 |
|
|
2024
Q1 | $277K | Buy |
+3,413
| New | +$277K | 0.08% | 222 |
|