Impact Partnership Wealth’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$531K Sell
7,016
-1,670
-19% -$126K 0.1% 132
2025
Q1
$652K Sell
8,686
-1,559
-15% -$117K 0.14% 80
2024
Q4
$783K Buy
10,245
+743
+8% +$56.8K 0.16% 79
2024
Q3
$742K Buy
9,502
+11
+0.1% +$859 0.17% 74
2024
Q2
$678K Buy
9,491
+5,806
+158% +$415K 0.18% 76
2024
Q1
$299K Buy
+3,685
New +$299K 0.12% 121
2023
Q3
Sell
-17
Closed -$1.26K 1197
2023
Q2
$1.26K Buy
+17
New +$1.26K ﹤0.01% 755