Institute for Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $310K | Buy |
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|
2025
Q2 | $260K | Hold |
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|
2025
Q1 | $257K | Sell |
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|
2024
Q4 | $276K | Hold |
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|
2024
Q3 | $281K | Sell |
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|
2024
Q2 | $262K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $269K | Buy |
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|
2023
Q3 | $221K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $225K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $343K | Buy |
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|
2019
Q3 | $316K | Sell |
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|
2019
Q2 | $670K | Sell |
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|
2019
Q1 | $667K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $412K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $409K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $10K | Buy |
|