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