Integrated Wealth Concepts’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Sell |
11,808
-4,933
| -29% | -$374K | 0.01% | 984 |
|
|
2025
Q1 | $1.26M | Sell |
16,741
-4,716
| -22% | -$354K | 0.01% | 728 |
|
|
2024
Q4 | $1.64M | Sell |
21,457
-6,676
| -24% | -$510K | 0.02% | 629 |
|
|
2024
Q3 | $2.2M | Sell |
28,133
-335
| -1% | -$26.2K | 0.03% | 519 |
|
|
2024
Q2 | $2.03M | Buy |
28,468
+5,046
| +22% | +$360K | 0.03% | 506 |
|
|
2024
Q1 | $1.9M | Buy |
23,422
+6,368
| +37% | +$517K | 0.03% | 533 |
|
|
2023
Q4 | $1.25M | Sell |
17,054
-1,617
| -9% | -$118K | 0.02% | 637 |
|
|
2023
Q3 | $1.23M | Buy |
18,671
+2,020
| +12% | +$133K | 0.02% | 609 |
|
|
2023
Q2 | $1.24M | Buy |
16,651
+5,507
| +49% | +$409K | 0.02% | 607 |
|
|
2023
Q1 | $861K | Buy |
11,144
+7,174
| +181% | +$554K | 0.02% | 671 |
|
|
2022
Q4 | $304K | Buy |
3,970
+32
| +0.8% | +$2.45K | 0.01% | 817 |
|
|
2022
Q3 | $278K | Sell |
3,938
-586
| -13% | -$41.4K | 0.01% | 759 |
|
|
2022
Q2 | $383K | Sell |
4,524
-146
| -3% | -$12.4K | 0.01% | 676 |
|
|
2022
Q1 | $381K | Sell |
4,670
-446
| -9% | -$36.4K | 0.01% | 656 |
|
|
2021
Q4 | $402K | Sell |
5,116
-252
| -5% | -$19.8K | 0.01% | 665 |
|
|
2021
Q3 | $421K | Buy |
5,368
+2,750
| +105% | +$216K | 0.01% | 617 |
|
|
2021
Q2 | $204K | Sell |
2,618
-226
| -8% | -$17.6K | 0.01% | 770 |
|
|
2021
Q1 | $224K | Sell |
2,844
-3,600
| -56% | -$284K | 0.01% | 663 |
|
|
2020
Q4 | $479K | Buy |
6,444
+560
| +10% | +$41.6K | 0.02% | 425 |
|
|
2020
Q3 | $366K | Buy |
5,884
+261
| +5% | +$16.2K | 0.02% | 410 |
|
|
2020
Q2 | $307K | Buy |
+5,623
| New | +$307K | 0.02% | 394 |
|