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 |
|