Heritage Wealth Advisors’s Sysco SYY Stock Holding History

Heritage Wealth Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$499K	Hold	6,584	–	–	0.02%	130
2025 Q1	$494K	Hold	6,584	–	–	0.03%	129
2024 Q4	$503K	Hold	6,584	–	–	0.03%	135
2024 Q3	$514K	Hold	6,584	–	–	0.02%	143
2024 Q2	$470K	Sell	6,584 -1,500	-19%	-$107K	0.02%	142
2024 Q1	$656K	Sell	8,084 -700	-8%	-$56.8K	0.03%	124
2023 Q4	$642K	Sell	8,784 -843	-9%	-$61.6K	0.03%	124
2023 Q3	$636K	Sell	9,627 -46	-0.5%	-$3.04K	0.03%	112
2023 Q2	$718K	Sell	9,673 -24	-0.2%	-$1.78K	0.04%	105
2023 Q1	$749K	Hold	9,697	–	–	0.04%	95
2022 Q4	$741K	Hold	9,697	–	–	0.04%	98
2022 Q3	$686K	Sell	9,697 -74	-0.8%	-$5.23K	0.05%	94
2022 Q2	$828K	Buy	9,771 +700	+8%	+$59.3K	0.06%	89
2022 Q1	$741K	Sell	9,071 -1,107	-11%	-$90.4K	0.04%	103
2021 Q4	$800K	Sell	10,178 -2	-0%	-$157	0.04%	110
2021 Q3	$799K	Hold	10,180	–	–	0.05%	103
2021 Q2	$792K	Hold	10,180	–	–	0.05%	102
2021 Q1	$802K	Hold	10,180	–	–	0.05%	103
2020 Q4	$756K	Hold	10,180	–	–	0.05%	105
2020 Q3	$633K	Hold	10,180	–	–	0.08%	83
2020 Q2	$556K	Hold	10,180	–	–	0.08%	82
2020 Q1	$465K	Hold	10,180	–	–	0.08%	84
2019 Q4	$871K	Hold	10,180	–	–	0.12%	74
2019 Q3	$808K	Hold	10,180	–	–	0.12%	74
2019 Q2	$720K	Buy	10,180 +843	+9%	+$59.6K	0.11%	75
2019 Q1	$623K	Hold	9,337	–	–	0.1%	70
2018 Q4	$585K	Hold	9,337	–	–	0.11%	69
2018 Q3	$683K	Hold	9,337	–	–	0.13%	63
2018 Q2	$637K	Hold	9,337	–	–	0.24%	61
2018 Q1	$560K	Hold	9,337	–	–	0.23%	63
2017 Q4	$568K	Hold	9,337	–	–	0.24%	62
2017 Q3	$504K	Sell	9,337 -1,300	-12%	-$70.2K	0.25%	59
2017 Q2	$534K	Hold	10,637	–	–	0.28%	58
2017 Q1	$551K	Hold	10,637	–	–	0.3%	56
2016 Q4	$589K	Buy	10,637 +1,300	+14%	+$72K	0.39%	42
2016 Q3	$458K	Hold	9,337	–	–	0.32%	45
2016 Q2	$474K	Hold	9,337	–	–	0.32%	44
2016 Q1	$436K	Hold	9,337	–	–	0.34%	40
2015 Q4	$383K	Hold	9,337	–	–	0.32%	46
2015 Q3	$364K	Hold	9,337	–	–	0.31%	47
2015 Q2	$336K	Hold	9,337	–	–	0.28%	64
2015 Q1	$352K	Sell	9,337 -500	-5%	-$18.9K	0.29%	65
2014 Q4	$391K	Hold	9,837	–	–	0.35%	59
2014 Q3	$374K	Buy	9,837 +1,837	+23%	+$69.8K	0.39%	50
2014 Q2	$300K	Hold	8,000	–	–	0.32%	54
2014 Q1	$288K	Sell	8,000 -400	-5%	-$14.4K	0.33%	54
2013 Q4	$303K	Buy	+8,400	New	+$303K	0.38%	49