Modern 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 | $748K | Sell |
9,881
-581
| -6% | -$44K | 0.02% | 405 |
|
|
2025
Q1 | $785K | Sell |
10,462
-22
| -0.2% | -$1.65K | 0.03% | 340 |
|
|
2024
Q4 | $802K | Buy |
10,484
+1,065
| +11% | +$81.4K | 0.03% | 289 |
|
|
2024
Q3 | $735K | Buy |
9,419
+260
| +3% | +$20.3K | 0.05% | 197 |
|
|
2024
Q2 | $654K | Buy |
+9,159
| New | +$654K | 0.05% | 181 |
|