Golden State Wealth 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 | $4.38K | Hold |
57
| – | – | ﹤0.01% | 1249 |
|
2025
Q1 | $4.33K | Sell |
57
-232
| -80% | -$17.6K | ﹤0.01% | 1196 |
|
2024
Q4 | $22.1K | Buy |
+289
| New | +$22.1K | ﹤0.01% | 745 |
|
2022
Q1 | – | Sell |
-3,445
| Closed | -$271K | – | 361 |
|
2021
Q4 | $271K | Buy |
+3,445
| New | +$271K | 0.05% | 306 |
|
2020
Q4 | – | Sell |
-1,391
| Closed | -$87K | – | 408 |
|
2020
Q3 | $87K | Buy |
+1,391
| New | +$87K | 0.03% | 276 |
|
2020
Q2 | – | Sell |
-20
| Closed | -$1K | – | 807 |
|
2020
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 938 |
|
2019
Q4 | – | Sell |
-160
| Closed | -$13K | – | 817 |
|
2019
Q3 | $13K | Buy |
160
+40
| +33% | +$3.25K | ﹤0.01% | 699 |
|
2019
Q2 | $8K | Sell |
120
-56
| -32% | -$3.73K | ﹤0.01% | 793 |
|
2019
Q1 | $12K | Buy |
+176
| New | +$12K | ﹤0.01% | 744 |
|