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

Heritage Wealth Management (Ohio)’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 		$420K Hold
5,550
– – 0.14% 157
2025
Q1 		$416K Hold
5,550
– – 0.14% 156
2024
Q4 		$424K Hold
5,550
– – 0.14% 147
2024
Q3 		$433K Hold
5,550
– – 0.14% 151
2024
Q2 		$387K Buy
+5,550
New +$387K 0.13% 157