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ORG Wealth Partners’s Sysco SYY Stock Holding History

ORG Wealth Partners’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$179K Sell
2,321
-132
-5% -$10.2K 0.04% 187
2025
Q1 		$185K Sell
2,453
-677
-22% -$51K 0.06% 192
2024
Q4 		$239K Sell
3,130
-84
-3% -$6.42K 0.07% 115
2024
Q3 		$251K Buy
+3,214
New +$251K 0.08% 105