Everpar Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,497
| Closed | -$267K | – | 273 |
|
2024
Q4 | $267K | Buy |
3,497
+639
| +22% | +$48.9K | 0.13% | 202 |
|
2024
Q3 | $223K | Sell |
2,858
-618
| -18% | -$48.2K | 0.12% | 232 |
|
2024
Q2 | $248K | Buy |
3,476
+773
| +29% | +$55.2K | 0.12% | 221 |
|
2024
Q1 | $219K | Sell |
2,703
-6,842
| -72% | -$555K | 0.13% | 218 |
|
2023
Q4 | $698K | Buy |
+9,545
| New | +$698K | 0.32% | 111 |
|