J.W. Cole Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $532K | Buy |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $587K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $350K | Buy |
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|
2023
Q2 | $329K | Sell |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $315K | Buy |
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|
2022
Q3 | $261K | Sell |
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|
2022
Q2 | $315K | Sell |
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|
2022
Q1 | $493K | Sell |
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|
2021
Q4 | $1.04M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.08M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.09M | Buy |
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|
2020
Q3 | $754K | Buy |
|