Octavia Wealth Advisors’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$254K Buy
2024
Q4
Sell
2024
Q3
$250K Buy
2024
Q2
$227K Buy
2023
Q3
Sell
2023
Q2
$263K Sell
2023
Q1
$279K Sell
2022
Q4
$285K Sell
2022
Q3
$276K Sell
2022
Q2
$346K Sell
2022
Q1
$337K Sell
2021
Q4
$423K Buy
2021
Q3
$408K Sell
2021
Q2
$507K Sell
2021
Q1
$579K Buy
2020
Q4
$532K Buy