MGB Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
5,250
| – | – | 0.13% | 150 |
|
|
2025
Q1 | $394K | Hold |
5,250
| – | – | 0.14% | 142 |
|
|
2024
Q4 | $401K | Hold |
5,250
| – | – | 0.12% | 133 |
|
|
2024
Q3 | $410K | Hold |
5,250
| – | – | 0.15% | 134 |
|
|
2024
Q2 | $379K | Hold |
5,250
| – | – | 0.14% | 137 |
|
|
2024
Q1 | $426K | Hold |
5,250
| – | – | 0.17% | 125 |
|
|
2023
Q4 | $384K | Buy |
+5,250
| New | +$384K | 0.19% | 130 |
|