RSWM
Robertson Stephens Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-3,061
| Closed | -$218K | – | 632 |
|
|
2024
Q2 | $218K | Sell |
3,061
-19
| -0.6% | -$1.36K | 0.01% | 464 |
|
|
2024
Q1 | $250K | Buy |
+3,080
| New | +$250K | 0.01% | 451 |
|
|
2022
Q3 | – | Sell |
-2,845
| Closed | -$242K | – | 389 |
|
|
2022
Q2 | $242K | Sell |
2,845
-2,347
| -45% | -$200K | 0.02% | 323 |
|
|
2022
Q1 | $426K | Sell |
5,192
-2,467
| -32% | -$202K | 0.04% | 266 |
|
|
2021
Q4 | $601K | Buy |
+7,659
| New | +$601K | 0.05% | 240 |
|