Outlook 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 | $647K | Buy |
8,547
+33
| +0.4% | +$2.5K | 0.17% | 121 |
|
|
2025
Q1 | $639K | Buy |
8,514
+256
| +3% | +$19.2K | 0.18% | 115 |
|
|
2024
Q4 | $631K | Buy |
8,258
+20
| +0.2% | +$1.53K | 0.18% | 114 |
|
|
2024
Q3 | $643K | Buy |
8,238
+14
| +0.2% | +$1.09K | 0.18% | 114 |
|
|
2024
Q2 | $587K | Sell |
8,224
-32
| -0.4% | -$2.29K | 0.18% | 115 |
|
|
2024
Q1 | $670K | Sell |
8,256
-285
| -3% | -$23.1K | 0.21% | 101 |
|
|
2023
Q4 | $625K | Sell |
8,541
-1,349
| -14% | -$98.7K | 0.22% | 100 |
|
|
2023
Q3 | $653K | Buy |
9,890
+311
| +3% | +$20.5K | 0.25% | 102 |
|
|
2023
Q2 | $711K | Buy |
+9,579
| New | +$711K | 0.27% | 96 |
|
|
2020
Q1 | – | Sell |
-5,395
| Closed | -$466K | – | 183 |
|
|
2019
Q4 | $466K | Sell |
5,395
-300
| -5% | -$25.9K | 0.26% | 70 |
|
|
2019
Q3 | $452K | Buy |
5,695
+117
| +2% | +$9.29K | 0.27% | 80 |
|
|
2019
Q2 | $394K | Buy |
5,578
+350
| +7% | +$24.7K | 0.26% | 98 |
|
|
2019
Q1 | $349K | Buy |
5,228
+4,228
| +423% | +$282K | 0.29% | 92 |
|
|
2018
Q4 | $626K | Buy |
+1,000
| New | +$626K | 0.29% | 83 |
|