Phoenix 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 | $248K | Buy |
3,272
+25
| +0.8% | +$1.89K | 0.1% | 111 |
|
|
2025
Q1 | $244K | Buy |
3,247
+165
| +5% | +$12.4K | 0.11% | 111 |
|
|
2024
Q4 | $236K | Sell |
3,082
-172
| -5% | -$13.2K | 0.1% | 109 |
|
|
2024
Q3 | $254K | Sell |
3,254
-74
| -2% | -$5.78K | 0.12% | 110 |
|
|
2024
Q2 | $238K | Buy |
3,328
+101
| +3% | +$7.21K | 0.12% | 111 |
|
|
2024
Q1 | $262K | Sell |
3,227
-156
| -5% | -$12.7K | 0.16% | 101 |
|
|
2023
Q4 | $252K | Sell |
3,383
-60
| -2% | -$4.47K | 0.18% | 98 |
|
|
2023
Q3 | $227K | Buy |
3,443
+38
| +1% | +$2.51K | 0.13% | 104 |
|
|
2023
Q2 | $253K | Sell |
3,405
-71
| -2% | -$5.27K | 0.15% | 96 |
|
|
2023
Q1 | $268K | Buy |
3,476
+26
| +0.8% | +$2.01K | 0.17% | 86 |
|
|
2022
Q4 | $264K | Sell |
3,450
-153
| -4% | -$11.7K | 0.16% | 87 |
|
|
2022
Q3 | $255K | Sell |
3,603
-123
| -3% | -$8.71K | 0.26% | 83 |
|
|
2022
Q2 | $316K | Buy |
3,726
+319
| +9% | +$27.1K | 0.31% | 77 |
|
|
2022
Q1 | $283K | Buy |
3,407
+263
| +8% | +$21.8K | 0.29% | 75 |
|
|
2021
Q4 | $247K | Sell |
3,144
-665
| -17% | -$52.2K | 0.19% | 106 |
|
|
2021
Q3 | $299K | Buy |
3,809
+32
| +0.8% | +$2.51K | 0.22% | 90 |
|
|
2021
Q2 | $285K | Buy |
3,777
+321
| +9% | +$24.2K | 0.21% | 97 |
|
|
2021
Q1 | $270K | Buy |
3,456
+555
| +19% | +$43.4K | 0.21% | 95 |
|
|
2020
Q4 | $215K | Buy |
+2,901
| New | +$215K | 0.16% | 106 |
|