Financial Synergies Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6
| Closed | -$459 | – | 551 |
|
|
2023
Q4 | $459 | Sell |
6
-4
| -40% | -$306 | ﹤0.01% | 382 |
|
|
2023
Q3 | $661 | Hold |
10
| – | – | ﹤0.01% | 426 |
|
|
2023
Q2 | $742 | Buy |
10
+4
| +67% | +$297 | ﹤0.01% | 417 |
|
|
2023
Q1 | $464 | Hold |
6
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $459 | Hold |
6
| – | – | ﹤0.01% | 382 |
|
|
2022
Q3 | $425 | Hold |
6
| – | – | ﹤0.01% | 372 |
|
|
2022
Q2 | $509 | Sell |
6
-2,607
| -100% | -$221K | ﹤0.01% | 374 |
|
|
2022
Q1 | $213K | Buy |
+2,613
| New | +$213K | 0.03% | 58 |
|
|
2020
Q1 | – | Sell |
-2,409
| Closed | -$206K | – | 40 |
|
|
2019
Q4 | $206K | Sell |
2,409
-632
| -21% | -$54.1K | 0.09% | 35 |
|
|
2019
Q3 | $241K | Sell |
3,041
-154
| -5% | -$12.2K | 0.12% | 26 |
|
|
2019
Q2 | $226K | Sell |
3,195
-465
| -13% | -$32.9K | 0.11% | 28 |
|
|
2019
Q1 | $244K | Buy |
+3,660
| New | +$244K | 0.13% | 25 |
|