Lifeworks 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 | $288K | Buy |
3,806
+896
| +31% | +$67.9K | 0.04% | 255 |
|
|
2025
Q1 | $218K | Sell |
2,910
-130
| -4% | -$9.75K | 0.04% | 286 |
|
|
2024
Q4 | $232K | Buy |
3,040
+128
| +4% | +$9.79K | 0.04% | 270 |
|
|
2024
Q3 | $227K | Buy |
+2,912
| New | +$227K | 0.04% | 274 |
|
|
2024
Q2 | – | Sell |
-2,704
| Closed | -$219K | – | 242 |
|
|
2024
Q1 | $219K | Sell |
2,704
-39
| -1% | -$3.17K | 0.06% | 215 |
|
|
2023
Q4 | $201K | Buy |
+2,743
| New | +$201K | 0.07% | 194 |
|
|
2022
Q4 | – | Sell |
-3,334
| Closed | -$289K | – | 122 |
|
|
2022
Q3 | $289K | Sell |
3,334
-461
| -12% | -$40K | 0.16% | 103 |
|
|
2022
Q2 | $321K | Buy |
3,795
+126
| +3% | +$10.7K | 0.2% | 98 |
|
|
2022
Q1 | $300K | Sell |
3,669
-1,025
| -22% | -$83.8K | 0.2% | 99 |
|
|
2021
Q4 | $369K | Buy |
+4,694
| New | +$369K | 0.29% | 91 |
|