Kingswood Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Buy |
5,386
+881
| +20% | +$66.7K | 0.03% | 475 |
|
|
2025
Q1 | $338K | Sell |
4,505
-1,802
| -29% | -$135K | 0.03% | 503 |
|
|
2024
Q4 | $482K | Buy |
6,307
+3,415
| +118% | +$261K | 0.04% | 452 |
|
|
2024
Q3 | $226K | Buy |
+2,892
| New | +$226K | 0.02% | 641 |
|
|
2024
Q1 | – | Sell |
-2,756
| Closed | -$202K | – | 692 |
|
|
2023
Q4 | $202K | Buy |
+2,756
| New | +$202K | 0.02% | 580 |
|