LMG 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 | $4.46M | Buy |
58,918
+298
| +0.5% | +$22.6K | 0.92% | 36 |
|
|
2025
Q1 | $4.4M | Buy |
58,620
+290
| +0.5% | +$21.8K | 0.98% | 37 |
|
|
2024
Q4 | $4.46M | Buy |
58,330
+1,000
| +2% | +$76.5K | 0.97% | 37 |
|
|
2024
Q3 | $4.48M | Buy |
57,330
+3,908
| +7% | +$305K | 1.02% | 35 |
|
|
2024
Q2 | $3.81M | Sell |
53,422
-580
| -1% | -$41.4K | 0.95% | 35 |
|
|
2024
Q1 | $4.38M | Sell |
54,002
-5,888
| -10% | -$478K | 1.1% | 33 |
|
|
2023
Q4 | $4.38M | Buy |
59,890
+693
| +1% | +$50.7K | 1.22% | 33 |
|
|
2023
Q3 | $3.91M | Buy |
59,197
+4,109
| +7% | +$271K | 1.19% | 35 |
|
|
2023
Q2 | $4.09M | Buy |
55,088
+978
| +2% | +$72.6K | 1.25% | 32 |
|
|
2023
Q1 | $4.18M | Buy |
54,110
+3,226
| +6% | +$249K | 1.35% | 31 |
|
|
2022
Q4 | $4.06M | Buy |
+50,884
| New | +$4.06M | 1.34% | 30 |
|