Octavia Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,207
| Closed | -$250K | – | 234 |
|
|
2024
Q3 | $250K | Buy |
3,207
+25
| +0.8% | +$1.95K | 0.03% | 190 |
|
|
2024
Q2 | $227K | Buy |
+3,182
| New | +$227K | 0.03% | 199 |
|
|
2023
Q3 | – | Sell |
-3,543
| Closed | -$263K | – | 204 |
|
|
2023
Q2 | $263K | Sell |
3,543
-69
| -2% | -$5.12K | 0.05% | 156 |
|
|
2023
Q1 | $279K | Sell |
3,612
-110
| -3% | -$8.5K | 0.06% | 139 |
|
|
2022
Q4 | $285K | Sell |
3,722
-179
| -5% | -$13.7K | 0.07% | 145 |
|
|
2022
Q3 | $276K | Sell |
3,901
-151
| -4% | -$10.7K | 0.07% | 133 |
|
|
2022
Q2 | $346K | Sell |
4,052
-56
| -1% | -$4.78K | 0.09% | 120 |
|
|
2022
Q1 | $337K | Sell |
4,108
-1,272
| -24% | -$104K | 0.07% | 129 |
|
|
2021
Q4 | $423K | Buy |
5,380
+213
| +4% | +$16.7K | 0.09% | 117 |
|
|
2021
Q3 | $408K | Sell |
5,167
-1,358
| -21% | -$107K | 0.1% | 109 |
|
|
2021
Q2 | $507K | Sell |
6,525
-785
| -11% | -$61K | 0.13% | 95 |
|
|
2021
Q1 | $579K | Buy |
7,310
+142
| +2% | +$11.2K | 0.17% | 82 |
|
|
2020
Q4 | $532K | Buy |
+7,168
| New | +$532K | 0.17% | 90 |
|