Modera 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 | $8.5M | Buy |
112,203
+7,056
| +7% | +$534K | 0.11% | 136 |
|
|
2025
Q1 | $7.89M | Buy |
105,147
+1,967
| +2% | +$148K | 0.11% | 136 |
|
|
2024
Q4 | $7.89M | Buy |
103,180
+4,501
| +5% | +$344K | 0.1% | 139 |
|
|
2024
Q3 | $7.7M | Buy |
98,679
+11,342
| +13% | +$885K | 0.1% | 132 |
|
|
2024
Q2 | $6.23M | Buy |
87,337
+12,993
| +17% | +$928K | 0.09% | 136 |
|
|
2024
Q1 | $6.04M | Sell |
74,344
-435
| -0.6% | -$35.3K | 0.09% | 142 |
|
|
2023
Q4 | $5.47M | Buy |
74,779
+516
| +0.7% | +$37.7K | 0.09% | 146 |
|
|
2023
Q3 | $4.91M | Buy |
74,263
+159
| +0.2% | +$10.5K | 0.09% | 147 |
|
|
2023
Q2 | $5.5M | Buy |
+74,104
| New | +$5.5M | 0.1% | 139 |
|
|
2022
Q3 | – | Sell |
-2,534
| Closed | -$215K | – | 342 |
|
|
2022
Q2 | $215K | Sell |
2,534
-313
| -11% | -$26.6K | 0.01% | 310 |
|
|
2022
Q1 | $232K | Sell |
2,847
-5,420
| -66% | -$442K | 0.01% | 323 |
|
|
2021
Q4 | $650K | Buy |
+8,267
| New | +$650K | 0.02% | 229 |
|