EverSource 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 | $258K | Buy |
3,401
+369
| +12% | +$27.9K | 0.01% | 748 |
|
|
2025
Q1 | $228K | Buy |
3,032
+194
| +7% | +$14.6K | 0.01% | 608 |
|
|
2024
Q4 | $217K | Buy |
2,838
+324
| +13% | +$24.8K | 0.01% | 625 |
|
|
2024
Q3 | $196K | Buy |
2,514
+146
| +6% | +$11.4K | 0.01% | 563 |
|
|
2024
Q2 | $182K | Buy |
2,368
+116
| +5% | +$8.9K | 0.01% | 590 |
|
|
2024
Q1 | $167K | Buy |
2,252
+428
| +23% | +$31.8K | 0.01% | 549 |
|
|
2023
Q4 | $133K | Buy |
1,824
+142
| +8% | +$10.4K | 0.01% | 545 |
|
|
2023
Q3 | $111K | Buy |
1,682
+104
| +7% | +$6.87K | 0.01% | 538 |
|
|
2023
Q2 | $117K | Buy |
1,578
+523
| +50% | +$38.8K | 0.01% | 528 |
|
|
2023
Q1 | $81.5K | Buy |
1,055
+194
| +23% | +$15K | 0.01% | 615 |
|
|
2022
Q4 | $65.8K | Buy |
861
+326
| +61% | +$24.9K | 0.01% | 641 |
|
|
2022
Q3 | $38K | Buy |
535
+198
| +59% | +$14.1K | 0.01% | 712 |
|
|
2022
Q2 | $28K | Buy |
337
+25
| +8% | +$2.08K | 0.01% | 745 |
|
|
2022
Q1 | $25K | Sell |
312
-6
| -2% | -$481 | 0.01% | 628 |
|
|
2021
Q4 | $25K | Buy |
+318
| New | +$25K | 0.01% | 603 |
|