Paragon Private Wealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$643K Sell
8,488
-2,962
-26% -$224K 0.26% 107
2025
Q1
$859K Sell
11,450
-1,113
-9% -$83.5K 0.4% 71
2024
Q4
$961K Buy
12,563
+747
+6% +$57.1K 0.44% 63
2024
Q3
$922K Buy
11,816
+418
+4% +$32.6K 0.46% 63
2024
Q2
$814K Sell
11,398
-328
-3% -$23.4K 0.46% 65
2024
Q1
$952K Buy
11,726
+435
+4% +$35.3K 0.57% 58
2023
Q4
$826K Buy
11,291
+670
+6% +$49K 0.58% 62
2023
Q3
$702K Buy
10,621
+341
+3% +$22.5K 0.58% 59
2023
Q2
$763K Buy
10,280
+600
+6% +$44.5K 0.61% 55
2023
Q1
$748K Buy
9,680
+1,700
+21% +$131K 0.63% 55
2022
Q4
$610K Buy
7,980
+1,633
+26% +$125K 0.55% 54
2022
Q3
$524K Buy
6,347
+3,441
+118% +$284K 0.51% 62
2022
Q2
$246K Buy
2,906
+37
+1% +$3.13K 0.26% 91
2022
Q1
$243K Buy
+2,869
New +$243K 0.24% 93