Pinnacle Wealth Planning Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,631
| Closed | -$214K | – | 548 |
|
|
2024
Q1 | $214K | Buy |
+2,631
| New | +$214K | 0.03% | 402 |
|
|
2023
Q2 | – | Sell |
-2,786
| Closed | -$215K | – | 506 |
|
|
2023
Q1 | $215K | Buy |
2,786
+16
| +0.6% | +$1.24K | 0.04% | 364 |
|
|
2022
Q4 | $212K | Sell |
2,770
-646
| -19% | -$49.4K | 0.04% | 355 |
|
|
2022
Q3 | $242K | Sell |
3,416
-72
| -2% | -$5.1K | 0.04% | 283 |
|
|
2022
Q2 | $295K | Buy |
3,488
+286
| +9% | +$24.2K | 0.05% | 252 |
|
|
2022
Q1 | $261K | Buy |
3,202
+391
| +14% | +$31.9K | 0.05% | 301 |
|
|
2021
Q4 | $221K | Sell |
2,811
-178
| -6% | -$14K | 0.04% | 335 |
|
|
2021
Q3 | $235K | Buy |
2,989
+173
| +6% | +$13.6K | 0.05% | 289 |
|
|
2021
Q2 | $219K | Buy |
2,816
+251
| +10% | +$19.5K | 0.05% | 294 |
|
|
2021
Q1 | $202K | Buy |
2,565
+515
| +25% | +$40.6K | 0.05% | 302 |
|
|
2020
Q4 | $152K | Buy |
+2,050
| New | +$152K | 0.04% | 341 |
|