IWS
Insight Wealth Strategies’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.74M | Buy |
61,246
+506
| +0.8% | +$39.1K | 0.6% | 42 |
|
|
2025
Q1 | $4.56M | Buy |
60,740
+637
| +1% | +$47.8K | 0.61% | 40 |
|
|
2024
Q4 | $4.6M | Sell |
60,103
-22,323
| -27% | -$1.71M | 0.62% | 41 |
|
|
2024
Q3 | $6.43M | Buy |
82,426
+2,892
| +4% | +$226K | 0.85% | 28 |
|
|
2024
Q2 | $5.68M | Buy |
79,534
+4,866
| +7% | +$347K | 0.81% | 27 |
|
|
2024
Q1 | $6.06M | Buy |
+74,668
| New | +$6.06M | 0.89% | 28 |
|
|
2019
Q1 | – | Sell |
-7,816
| Closed | -$490K | – | 148 |
|
|
2018
Q4 | $490K | Buy |
+7,816
| New | +$490K | 0.15% | 84 |
|