McCarter Private Wealth Services’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$495K Hold
6,533
0.28% 66
2025
Q1
$490K Hold
6,533
0.32% 59
2024
Q4
$500K Sell
6,533
-50
-0.8% -$3.82K 0.32% 58
2024
Q3
$514K Buy
+6,583
New +$514K 0.33% 58