Householder Group Estate & Retirement Specialist’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | $23K | Sell |
311
-84
| -21% | -$6.21K | 0.02% | 277 |
|
2024
Q3 | $30K | Hold |
395
| – | – | 0.01% | 594 |
|
2024
Q2 | $28K | Sell |
395
-2
| -0.5% | -$142 | 0.01% | 599 |
|
2024
Q1 | $32.3K | Buy |
397
+50
| +14% | +$4.07K | 0.01% | 566 |
|
2023
Q4 | $25K | Hold |
347
| – | – | 0.01% | 595 |
|
2023
Q3 | $22.9K | Buy |
+347
| New | +$22.9K | 0.01% | 609 |
|
2023
Q1 | $38K | Buy |
+494
| New | +$38K | 0.01% | 495 |
|
2022
Q4 | – | Sell |
-460
| Closed | -$32K | – | 1045 |
|
2022
Q3 | $32K | Buy |
+460
| New | +$32K | 0.01% | 488 |
|