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 |
|