Financial Synergies 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $459 | Sell |
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|
2023
Q3 | $661 | Hold |
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|
2023
Q2 | $742 | Buy |
|
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|
2023
Q1 | $464 | Hold |
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|
2022
Q4 | $459 | Hold |
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|
2022
Q3 | $425 | Hold |
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|
2022
Q2 | $509 | Sell |
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|
2022
Q1 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Sell |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $244K | Buy |
|