One Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
4,173
-525
| -11% | -$39.8K | 0.04% | 216 |
|
|
2025
Q1 | $353K | Buy |
4,698
+151
| +3% | +$11.3K | 0.05% | 187 |
|
|
2024
Q4 | $348K | Buy |
+4,547
| New | +$348K | 0.05% | 170 |
|
|
2018
Q2 | – | Sell |
-1,414
| Closed | -$85K | – | 599 |
|
|
2018
Q1 | $85K | Buy |
1,414
+2
| +0.1% | +$120 | 0.08% | 191 |
|
|
2017
Q4 | $86K | Buy |
+1,412
| New | +$86K | 0.07% | 218 |
|