FRG Family Wealth Advisors’s Sysco SYY Stock Holding History

FRG Family Wealth Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$295K	Hold	3,900	–	–	0.05%	134
2025 Q1	$293K	Hold	3,900	–	–	0.06%	132
2024 Q4	$298K	Hold	3,900	–	–	0.05%	131
2024 Q3	$304K	Hold	3,900	–	–	0.05%	129
2024 Q2	$293K	Hold	3,900	–	–	0.06%	125
2024 Q1	$290K	Hold	3,900	–	–	0.06%	123
2023 Q4	$285K	Hold	3,900	–	–	0.06%	125
2023 Q3	$258K	Sell	3,900 -1,100	-22%	-$72.7K	0.06%	128
2023 Q2	$371K	Hold	5,000	–	–	0.08%	107
2023 Q1	$386K	Hold	5,000	–	–	0.09%	113
2022 Q4	$382K	Hold	5,000	–	–	0.09%	112
2022 Q3	$354K	Hold	5,000	–	–	0.09%	109
2022 Q2	$424K	Hold	5,000	–	–	0.1%	105
2022 Q1	$408K	Hold	5,000	–	–	0.08%	114
2021 Q4	$393K	Hold	5,000	–	–	0.07%	116
2021 Q3	$393K	Hold	5,000	–	–	0.08%	109
2021 Q2	$389K	Hold	5,000	–	–	0.07%	112
2021 Q1	$394K	Hold	5,000	–	–	0.08%	105
2020 Q4	$371K	Hold	5,000	–	–	0.08%	105
2020 Q3	$311K	Hold	5,000	–	–	0.08%	106
2020 Q2	$273K	Sell	5,000 -600	-11%	-$32.8K	0.07%	108
2020 Q1	$256K	Hold	5,600	–	–	0.08%	100
2019 Q4	$479K	Hold	5,600	–	–	0.12%	92
2019 Q3	$445K	Sell	5,600 -650	-10%	-$51.7K	0.11%	96
2019 Q2	$442K	Hold	6,250	–	–	0.12%	94
2019 Q1	$417K	Hold	6,250	–	–	0.12%	95
2018 Q4	$392K	Sell	6,250 -1,090	-15%	-$68.4K	0.13%	100
2018 Q3	$538K	Buy	7,340 +90	+1%	+$6.6K	0.15%	100
2018 Q2	$495K	Hold	7,250	–	–	0.15%	105
2018 Q1	$435K	Hold	7,250	–	–	0.14%	109
2017 Q4	$440K	Hold	7,250	–	–	0.14%	108
2017 Q3	$391K	Hold	7,250	–	–	0.13%	114
2017 Q2	$365K	Hold	7,250	–	–	0.13%	113
2017 Q1	$377K	Hold	7,250	–	–	0.15%	107
2016 Q4	$401K	Hold	7,250	–	–	0.17%	105
2016 Q3	$355K	Hold	7,250	–	–	0.16%	104
2016 Q2	$368K	Hold	7,250	–	–	0.17%	101
2016 Q1	$338K	Hold	7,250	–	–	0.16%	100
2015 Q4	$297K	Buy	+7,250	New	+$297K	0.14%	109