OHWA
Oak Hill Wealth Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Sell |
3,067
-1
| -0% | -$77 | 0.05% | 137 |
|
|
2025
Q1 | $230K | Hold |
3,068
| – | – | 0.05% | 128 |
|
|
2024
Q4 | $235K | Buy |
+3,068
| New | +$235K | 0.06% | 126 |
|
|
2024
Q3 | – | Sell |
-2,961
| Closed | -$211K | – | 87 |
|
|
2024
Q2 | $211K | Buy |
+2,961
| New | +$211K | 0.06% | 108 |
|
|
2024
Q1 | – | Sell |
-2,978
| Closed | -$218K | – | 80 |
|
|
2023
Q4 | $218K | Buy |
+2,978
| New | +$218K | 0.08% | 103 |
|
|
2023
Q3 | – | Sell |
-2,978
| Closed | -$221K | – | 109 |
|
|
2023
Q2 | $221K | Hold |
2,978
| – | – | 0.08% | 102 |
|
|
2023
Q1 | $230K | Hold |
2,978
| – | – | 0.09% | 96 |
|
|
2022
Q4 | $228K | Buy |
+2,978
| New | +$228K | 0.09% | 97 |
|