JPWM
Jamison Private Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Sell |
8,571
-180
| -2% | -$13.6K | 0.09% | 130 |
|
|
2025
Q1 | $657K | Buy |
8,751
+6
| +0.1% | +$450 | 0.1% | 123 |
|
|
2024
Q4 | $669K | Buy |
8,745
+8
| +0.1% | +$612 | 0.1% | 124 |
|
|
2024
Q3 | $682K | Buy |
8,737
+7
| +0.1% | +$546 | 0.1% | 122 |
|
|
2024
Q2 | $623K | Buy |
8,730
+8
| +0.1% | +$571 | 0.1% | 119 |
|
|
2024
Q1 | $708K | Buy |
8,722
+7
| +0.1% | +$568 | 0.12% | 114 |
|
|
2023
Q4 | $637K | Buy |
8,715
+9
| +0.1% | +$658 | 0.12% | 115 |
|
|
2023
Q3 | $575K | Buy |
+8,706
| New | +$575K | 0.12% | 115 |
|