Guardian Wealth Advisors (Minnesota)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $504K | Sell |
6,650
-49
| -0.7% | -$3.71K | 0.3% | 40 |
|
2025
Q1 | $503K | Sell |
6,699
-27
| -0.4% | -$2.03K | 0.32% | 39 |
|
2024
Q4 | $514K | Sell |
6,726
-120
| -2% | -$9.18K | 0.33% | 43 |
|
2024
Q3 | $534K | Sell |
6,846
-750
| -10% | -$58.5K | 0.33% | 43 |
|
2024
Q2 | $542K | Sell |
7,596
-214
| -3% | -$15.3K | 0.35% | 44 |
|
2024
Q1 | $634K | Sell |
7,810
-330
| -4% | -$26.8K | 0.41% | 37 |
|
2023
Q4 | $595K | Buy |
8,140
+65
| +0.8% | +$4.75K | 0.42% | 34 |
|
2023
Q3 | $533K | Sell |
8,075
-161
| -2% | -$10.6K | 0.41% | 35 |
|
2023
Q2 | $611K | Sell |
8,236
-40
| -0.5% | -$2.97K | 0.45% | 34 |
|
2023
Q1 | $639K | Buy |
8,276
+389
| +5% | +$30K | 0.5% | 30 |
|
2022
Q4 | $603K | Sell |
7,887
-87
| -1% | -$6.65K | 0.54% | 25 |
|
2022
Q3 | $564K | Sell |
7,974
-80
| -1% | -$5.66K | 0.55% | 28 |
|
2022
Q2 | $682K | Buy |
8,054
+129
| +2% | +$10.9K | 0.63% | 26 |
|
2022
Q1 | $647K | Sell |
7,925
-143
| -2% | -$11.7K | 0.53% | 27 |
|
2021
Q4 | $634K | Buy |
8,068
+33
| +0.4% | +$2.59K | 0.51% | 30 |
|
2021
Q3 | $631K | Sell |
8,035
-26
| -0.3% | -$2.04K | 0.56% | 27 |
|
2021
Q2 | $627K | Sell |
8,061
-79
| -1% | -$6.15K | 0.54% | 28 |
|
2021
Q1 | $641K | Sell |
8,140
-293
| -3% | -$23.1K | 0.59% | 27 |
|
2020
Q4 | $626K | Buy |
+8,433
| New | +$626K | 0.62% | 26 |
|