Pacific Capital 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
Q1 | – | Sell |
-96
| Closed | -$7.34K | – | 341 |
|
|
2024
Q4 | $7.34K | Hold |
96
| – | – | ﹤0.01% | 292 |
|
|
2024
Q3 | $7.49K | Hold |
96
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $6.85K | Sell |
96
-18
| -16% | -$1.29K | ﹤0.01% | 349 |
|
|
2024
Q1 | $9.26K | Buy |
114
+18
| +19% | +$1.46K | ﹤0.01% | 236 |
|
|
2023
Q4 | $7.02K | Buy |
+96
| New | +$7.02K | ﹤0.01% | 239 |
|
|
2020
Q4 | – | Sell |
-96
| Closed | -$6K | – | 177 |
|
|
2020
Q3 | $6K | Buy |
+96
| New | +$6K | ﹤0.01% | 183 |
|