Simplicity Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.09M | Buy |
27,650
+11,443
| +71% | +$867K | 0.09% | 209 |
|
|
2025
Q1 | $1.22M | Buy |
16,207
+5,412
| +50% | +$406K | 0.09% | 217 |
|
|
2024
Q4 | $825K | Sell |
10,795
-7,956
| -42% | -$608K | 0.17% | 108 |
|
|
2024
Q3 | $1.46M | Sell |
18,751
-58,446
| -76% | -$4.56M | 0.14% | 139 |
|
|
2024
Q2 | $5.51M | Buy |
77,197
+23,678
| +44% | +$1.69M | 0.12% | 164 |
|
|
2024
Q1 | $4.34M | Buy |
53,519
+46,000
| +612% | +$3.73M | 0.1% | 198 |
|
|
2023
Q4 | $550K | Buy |
7,519
+107
| +1% | +$7.83K | 0.21% | 85 |
|
|
2023
Q3 | $490K | Buy |
7,412
+74
| +1% | +$4.89K | 0.29% | 46 |
|
|
2023
Q2 | $544K | Buy |
7,338
+8
| +0.1% | +$594 | 0.34% | 47 |
|
|
2023
Q1 | $566K | Sell |
7,330
-32
| -0.4% | -$2.47K | 0.38% | 39 |
|
|
2022
Q4 | $563K | Buy |
7,362
+32
| +0.4% | +$2.45K | 0.5% | 31 |
|
|
2022
Q3 | $518K | Hold |
7,330
| – | – | 0.7% | 44 |
|
|
2022
Q2 | $621K | Hold |
7,330
| – | – | 0.91% | 36 |
|
|
2022
Q1 | $599K | Buy |
+7,330
| New | +$599K | 0.58% | 42 |
|