Sendero Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $784K | Buy |
10,345
+1,584
| +18% | +$120K | 0.1% | 118 |
|
|
2025
Q1 | $657K | Buy |
8,761
+5,261
| +150% | +$395K | 0.09% | 128 |
|
|
2024
Q4 | $268K | Hold |
3,500
| – | – | 0.04% | 154 |
|
|
2024
Q3 | $273K | Hold |
3,500
| – | – | 0.04% | 149 |
|
|
2024
Q2 | $250K | Hold |
3,500
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $284K | Hold |
3,500
| – | – | 0.05% | 146 |
|
|
2023
Q4 | $256K | Hold |
3,500
| – | – | 0.05% | 141 |
|
|
2023
Q3 | $231K | Hold |
3,500
| – | – | 0.05% | 146 |
|
|
2023
Q2 | $260K | Buy |
+3,500
| New | +$260K | 0.06% | 137 |
|