GeoWealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
4,880
-1,351
| -22% | -$102K | 0.01% | 484 |
|
|
2025
Q1 | $468K | Sell |
6,231
-317
| -5% | -$23.8K | 0.02% | 435 |
|
|
2024
Q4 | $501K | Buy |
6,548
+2,083
| +47% | +$159K | 0.02% | 468 |
|
|
2024
Q3 | $349K | Sell |
4,465
-173
| -4% | -$13.5K | 0.01% | 562 |
|
|
2024
Q2 | $331K | Sell |
4,638
-832
| -15% | -$59.4K | 0.01% | 552 |
|
|
2024
Q1 | $444K | Buy |
5,470
+3,619
| +196% | +$294K | 0.02% | 472 |
|
|
2023
Q4 | $135K | Buy |
1,851
+1,302
| +237% | +$95K | 0.01% | 551 |
|
|
2023
Q3 | $36K | Buy |
549
+281
| +105% | +$18.4K | ﹤0.01% | 411 |
|
|
2023
Q2 | $20K | Buy |
+268
| New | +$20K | ﹤0.01% | 373 |
|