OWM
OneAscent Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,576
| Closed | -$262K | – | 197 |
|
|
2023
Q4 | $262K | Sell |
3,576
-1,228
| -26% | -$90K | 0.1% | 137 |
|
|
2023
Q3 | $317K | Buy |
+4,804
| New | +$317K | 0.14% | 105 |
|
|
2023
Q2 | – | Sell |
-5,543
| Closed | -$428K | – | 175 |
|
|
2023
Q1 | $428K | Sell |
5,543
-1,953
| -26% | -$151K | 0.17% | 77 |
|
|
2022
Q4 | $573K | Buy |
7,496
+55
| +0.7% | +$4.2K | 0.27% | 40 |
|
|
2022
Q3 | $526K | Buy |
7,441
+4,039
| +119% | +$286K | 0.28% | 34 |
|
|
2022
Q2 | $290K | Sell |
3,402
-226
| -6% | -$19.3K | 0.15% | 121 |
|
|
2022
Q1 | $296K | Buy |
+3,628
| New | +$296K | 0.15% | 147 |
|
|
2021
Q1 | $460K | Buy |
5,842
+340
| +6% | +$26.8K | 0.2% | 126 |
|
|
2020
Q4 | $409K | Buy |
+5,502
| New | +$409K | 0.19% | 124 |
|