Heritage Oak Wealth Advisors’s Sysco SYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,683	Closed	-$282K	–	87
2024 Q4	$282K	Buy	+3,683	New	+$282K	0.13%	59
2024 Q3	–	Sell	-8,266	Closed	-$590K	–	212
2024 Q2	$590K	Buy	+8,266	New	+$590K	0.3%	45