Marcum Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,274
| Closed | -$250K | – | 422 |
|
|
2024
Q4 | $250K | Buy |
3,274
+46
| +1% | +$3.52K | 0.02% | 320 |
|
|
2024
Q3 | $252K | Sell |
3,228
-453
| -12% | -$35.4K | 0.02% | 323 |
|
|
2024
Q2 | $263K | Buy |
3,681
+105
| +3% | +$7.5K | 0.03% | 295 |
|
|
2024
Q1 | $290K | Buy |
+3,576
| New | +$290K | 0.03% | 275 |
|
|
2023
Q4 | – | Sell |
-3,776
| Closed | -$249K | – | 397 |
|
|
2023
Q3 | $249K | Sell |
3,776
-214
| -5% | -$14.1K | 0.03% | 278 |
|
|
2023
Q2 | $296K | Buy |
3,990
+181
| +5% | +$13.4K | 0.03% | 250 |
|
|
2023
Q1 | $294K | Sell |
3,809
-2
| -0.1% | -$154 | 0.04% | 246 |
|
|
2022
Q4 | $291K | Buy |
3,811
+505
| +15% | +$38.6K | 0.04% | 246 |
|
|
2022
Q3 | $234K | Sell |
3,306
-389
| -11% | -$27.5K | 0.04% | 276 |
|
|
2022
Q2 | $313K | Buy |
3,695
+67
| +2% | +$5.68K | 0.05% | 227 |
|
|
2022
Q1 | $296K | Buy |
3,628
+1,070
| +42% | +$87.3K | 0.04% | 245 |
|
|
2021
Q4 | $201K | Sell |
2,558
-1,090
| -30% | -$85.6K | 0.03% | 324 |
|
|
2021
Q3 | $286K | Sell |
3,648
-95
| -3% | -$7.45K | 0.04% | 245 |
|
|
2021
Q2 | $291K | Buy |
+3,743
| New | +$291K | 0.05% | 225 |
|