Icon 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 | – | Sell |
-2,344
| Closed | -$176K | – | 534 |
|
|
2025
Q1 | $176K | Sell |
2,344
-37
| -2% | -$2.78K | 0.01% | 379 |
|
|
2024
Q4 | $182K | Buy |
2,381
+35
| +1% | +$2.68K | 0.02% | 389 |
|
|
2024
Q3 | $183K | Buy |
2,346
+98
| +4% | +$7.65K | 0.02% | 373 |
|
|
2024
Q2 | $172K | Buy |
+2,248
| New | +$172K | 0.02% | 357 |
|