Perigon 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 | $407K | Sell |
5,380
-1,025
| -16% | -$77.6K | 0.01% | 738 |
|
|
2025
Q1 | $481K | Sell |
6,405
-915
| -13% | -$68.7K | 0.01% | 651 |
|
|
2024
Q4 | $536K | Buy |
7,320
+672
| +10% | +$49.2K | 0.01% | 620 |
|
|
2024
Q3 | $519K | Buy |
6,648
+467
| +8% | +$36.5K | 0.01% | 606 |
|
|
2024
Q2 | $441K | Sell |
6,181
-1,364
| -18% | -$97.4K | 0.01% | 570 |
|
|
2024
Q1 | $613K | Buy |
7,545
+1,503
| +25% | +$122K | 0.02% | 485 |
|
|
2023
Q4 | $442K | Buy |
6,042
+1,612
| +36% | +$118K | 0.01% | 533 |
|
|
2023
Q3 | $293K | Sell |
4,430
-2,293
| -34% | -$151K | 0.01% | 594 |
|
|
2023
Q2 | $499K | Buy |
6,723
+2,825
| +72% | +$210K | 0.02% | 454 |
|
|
2023
Q1 | $301K | Buy |
3,898
+57
| +1% | +$4.4K | 0.02% | 536 |
|
|
2022
Q4 | $294K | Buy |
3,841
+150
| +4% | +$11.5K | 0.02% | 534 |
|
|
2022
Q3 | $261K | Sell |
3,691
-15
| -0.4% | -$1.06K | 0.02% | 463 |
|
|
2022
Q2 | $314K | Buy |
+3,706
| New | +$314K | 0.03% | 423 |
|
|
2021
Q1 | – | Sell |
-920
| Closed | -$68K | – | 957 |
|
|
2020
Q4 | $68K | Buy |
+920
| New | +$68K | 0.01% | 645 |
|