Intrepid Financial Planning Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $433K | Hold |
5,720
| – | – | 0.18% | 79 |
|
2025
Q1 | $429K | Hold |
5,720
| – | – | 0.2% | 75 |
|
2024
Q4 | $437K | Hold |
5,720
| – | – | 0.18% | 79 |
|
2024
Q3 | $447K | Hold |
5,720
| – | – | 0.19% | 75 |
|
2024
Q2 | $408K | Hold |
5,720
| – | – | 0.18% | 82 |
|
2024
Q1 | $464K | Hold |
5,720
| – | – | 0.2% | 78 |
|
2023
Q4 | $418K | Hold |
5,720
| – | – | 0.2% | 75 |
|
2023
Q3 | $378K | Hold |
5,720
| – | – | 0.2% | 73 |
|
2023
Q2 | $424K | Hold |
5,720
| – | – | 0.2% | 72 |
|
2023
Q1 | $442K | Hold |
5,720
| – | – | 0.22% | 66 |
|
2022
Q4 | $437K | Hold |
5,720
| – | – | 0.24% | 64 |
|
2022
Q3 | $404K | Buy |
5,720
+300
| +6% | +$21.2K | 0.23% | 62 |
|
2022
Q2 | $459K | Buy |
+5,420
| New | +$459K | 0.25% | 56 |
|