Journey Strategic Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
4,653
+1,918
| +70% | +$145K | 0.01% | 379 |
|
|
2025
Q1 | $205K | Buy |
2,735
+80
| +3% | +$6K | 0.01% | 465 |
|
|
2024
Q4 | $203K | Sell |
2,655
-17
| -0.6% | -$1.3K | 0.01% | 467 |
|
|
2024
Q3 | $209K | Buy |
+2,672
| New | +$209K | 0.01% | 462 |
|
|
2023
Q2 | – | Sell |
-2,826
| Closed | -$218K | – | 263 |
|
|
2023
Q1 | $218K | Sell |
2,826
-47
| -2% | -$3.63K | 0.02% | 212 |
|
|
2022
Q4 | $220K | Buy |
+2,873
| New | +$220K | 0.03% | 195 |
|