Philip James Wealth Mangement’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 |
-3,708
| Closed | -$284K | – | 186 |
|
|
2024
Q4 | $284K | Buy |
3,708
+7
| +0.2% | +$535 | 0.04% | 137 |
|
|
2024
Q3 | $289K | Buy |
3,701
+558
| +18% | +$43.6K | 0.04% | 128 |
|
|
2024
Q2 | $224K | Sell |
3,143
-352
| -10% | -$25.1K | 0.15% | 67 |
|
|
2024
Q1 | $284K | Sell |
3,495
-1,663
| -32% | -$135K | 0.2% | 51 |
|
|
2023
Q4 | $377K | Buy |
+5,158
| New | +$377K | 0.29% | 43 |
|