RDWM
Red Door Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Buy |
+2,794
| New | +$212K | 0.03% | 254 |
|
|
2024
Q2 | – | Sell |
-2,786
| Closed | -$226K | – | 208 |
|
|
2024
Q1 | $226K | Buy |
+2,786
| New | +$226K | 0.04% | 177 |
|
|
2023
Q3 | – | Sell |
-3,359
| Closed | -$249K | – | 223 |
|
|
2023
Q2 | $249K | Buy |
3,359
+31
| +0.9% | +$2.3K | 0.06% | 197 |
|
|
2023
Q1 | $257K | Buy |
3,328
+137
| +4% | +$10.6K | 0.08% | 130 |
|
|
2022
Q4 | $244K | Buy |
3,191
+170
| +6% | +$13K | 0.08% | 127 |
|
|
2022
Q3 | $213K | Buy |
3,021
+25
| +0.8% | +$1.76K | 0.08% | 126 |
|
|
2022
Q2 | $253K | Buy |
2,996
+480
| +19% | +$40.5K | 0.09% | 121 |
|
|
2022
Q1 | $205K | Buy |
+2,516
| New | +$205K | 0.07% | 134 |
|
|
2021
Q3 | – | Sell |
-2,456
| Closed | -$190K | – | 548 |
|
|
2021
Q2 | $190K | Buy |
+2,456
| New | +$190K | 0.07% | 150 |
|
|
2020
Q3 | – | Sell |
-2,203
| Closed | -$120K | – | 378 |
|
|
2020
Q2 | $120K | Hold |
2,203
| – | – | 0.09% | 120 |
|
|
2020
Q1 | $100K | Buy |
+2,203
| New | +$100K | 0.09% | 119 |
|