Legacy Capital Wealth Partners’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$409K Sell
5,398
-1,266
-19% -$95.9K 0.09% 239
2025
Q1
$500K Sell
6,664
-1,626
-20% -$122K 0.12% 182
2024
Q4
$634K Sell
8,290
-1,072
-11% -$82K 0.16% 131
2024
Q3
$731K Buy
9,362
+373
+4% +$29.1K 0.15% 134
2024
Q2
$642K Buy
+8,989
New +$642K 0.16% 123
2024
Q1
Sell
-9,921
Closed -$726K 318
2023
Q4
$726K Sell
9,921
-1,829
-16% -$134K 0.21% 101
2023
Q3
$776K Buy
+11,750
New +$776K 0.21% 97
2023
Q2
Sell
-11,086
Closed -$856K 213
2023
Q1
$856K Buy
+11,086
New +$856K 0.23% 93