SHFA
SC&H Financial Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
3,081
| – | – | 0.04% | 140 |
|
|
2025
Q1 | $231K | Hold |
3,081
| – | – | 0.05% | 139 |
|
|
2024
Q4 | $236K | Buy |
3,081
+9
| +0.3% | +$688 | 0.05% | 135 |
|
|
2024
Q3 | $240K | Buy |
3,072
+11
| +0.4% | +$859 | 0.05% | 136 |
|
|
2024
Q2 | $219K | Buy |
3,061
+208
| +7% | +$14.9K | 0.05% | 136 |
|
|
2024
Q1 | $232K | Buy |
2,853
+9
| +0.3% | +$731 | 0.06% | 131 |
|
|
2023
Q4 | $208K | Buy |
+2,844
| New | +$208K | 0.06% | 137 |
|
|
2023
Q3 | – | Sell |
-2,826
| Closed | -$210K | – | 135 |
|
|
2023
Q2 | $210K | Sell |
2,826
-8
| -0.3% | -$594 | 0.07% | 128 |
|
|
2023
Q1 | $219K | Buy |
2,834
+25
| +0.9% | +$1.93K | 0.08% | 125 |
|
|
2022
Q4 | $215K | Buy |
+2,809
| New | +$215K | 0.09% | 123 |
|
|
2022
Q3 | – | Sell |
-2,795
| Closed | -$237K | – | 134 |
|
|
2022
Q2 | $237K | Buy |
2,795
+7
| +0.3% | +$594 | 0.11% | 129 |
|
|
2022
Q1 | $228K | Buy |
2,788
+7
| +0.3% | +$572 | 0.11% | 136 |
|
|
2021
Q4 | $218K | Buy |
+2,781
| New | +$218K | 0.12% | 146 |
|