HHM 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
Q2 | $42.9K | Sell |
567
-32
| -5% | -$2.42K | 0.01% | 395 |
|
2025
Q1 | $45K | Sell |
599
-21
| -3% | -$1.58K | 0.01% | 377 |
|
2024
Q4 | $47.4K | Buy |
620
+321
| +107% | +$24.5K | 0.01% | 365 |
|
2024
Q3 | $23.3K | Buy |
299
+265
| +779% | +$20.7K | ﹤0.01% | 441 |
|
2024
Q2 | $2.43K | Hold |
34
| – | – | ﹤0.01% | 695 |
|
2024
Q1 | $2.76K | Hold |
34
| – | – | ﹤0.01% | 672 |
|
2023
Q4 | $2.49K | Hold |
34
| – | – | ﹤0.01% | 676 |
|
2023
Q3 | $2.25K | Hold |
34
| – | – | ﹤0.01% | 710 |
|
2023
Q2 | $2.52K | Sell |
34
-22
| -39% | -$1.63K | ﹤0.01% | 718 |
|
2023
Q1 | $4.33K | Hold |
56
| – | – | ﹤0.01% | 661 |
|
2022
Q4 | $4.28K | Buy |
56
+22
| +65% | +$1.68K | ﹤0.01% | 547 |
|
2022
Q3 | $2K | Hold |
34
| – | – | ﹤0.01% | 608 |
|
2022
Q2 | $3K | Sell |
34
-150
| -82% | -$13.2K | ﹤0.01% | 722 |
|
2022
Q1 | $15K | Sell |
184
-925
| -83% | -$75.4K | ﹤0.01% | 486 |
|
2021
Q4 | $87K | Buy |
1,109
+1,070
| +2,744% | +$83.9K | 0.02% | 233 |
|
2021
Q3 | $3K | Hold |
39
| – | – | ﹤0.01% | 582 |
|
2021
Q2 | $3K | Hold |
39
| – | – | ﹤0.01% | 564 |
|
2021
Q1 | $3K | Buy |
+39
| New | +$3K | ﹤0.01% | 527 |
|
2020
Q2 | – | Sell |
-67
| Closed | -$3K | – | 527 |
|
2020
Q1 | $3K | Buy |
+67
| New | +$3K | ﹤0.01% | 424 |
|