Heritage Wealth Management (Ohio)’s Sysco SYY Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio SYY Stock Details SYY Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$391K	Sell
2025 Q3	$457K	Hold
2025 Q2	$420K	Hold
2025 Q1	$416K	Hold
2024 Q4	$424K	Hold
2024 Q3	$433K	Hold
2024 Q2	$387K	Buy