Sound View Wealth Advisors Group’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
5,290
+53
| +1% | +$4.01K | 0.03% | 299 |
|
|
2025
Q1 | $393K | Sell |
5,237
-376
| -7% | -$28.2K | 0.03% | 289 |
|
|
2024
Q4 | $429K | Sell |
5,613
-341
| -6% | -$26.1K | 0.03% | 281 |
|
|
2024
Q3 | $465K | Buy |
5,954
+139
| +2% | +$10.9K | 0.04% | 263 |
|
|
2024
Q2 | $415K | Buy |
5,815
+8
| +0.1% | +$571 | 0.04% | 260 |
|
|
2024
Q1 | $471K | Sell |
5,807
-164
| -3% | -$13.3K | 0.05% | 245 |
|
|
2023
Q4 | $437K | Buy |
5,971
+545
| +10% | +$39.9K | 0.05% | 252 |
|
|
2023
Q3 | $358K | Sell |
5,426
-111
| -2% | -$7.33K | 0.04% | 265 |
|
|
2023
Q2 | $411K | Sell |
5,537
-92
| -2% | -$6.83K | 0.05% | 245 |
|
|
2023
Q1 | $435K | Sell |
5,629
-342
| -6% | -$26.4K | 0.06% | 233 |
|
|
2022
Q4 | $437K | Buy |
5,971
+359
| +6% | +$26.3K | 0.05% | 252 |
|
|
2022
Q3 | $397K | Buy |
5,612
+9
| +0.2% | +$637 | 0.09% | 181 |
|
|
2022
Q2 | $475K | Buy |
5,603
+7
| +0.1% | +$593 | 0.1% | 172 |
|
|
2022
Q1 | $457K | Buy |
5,596
+9
| +0.2% | +$735 | 0.09% | 184 |
|
|
2021
Q4 | $439K | Buy |
5,587
+633
| +13% | +$49.7K | 0.08% | 191 |
|
|
2021
Q3 | $389K | Buy |
4,954
+71
| +1% | +$5.58K | 0.08% | 198 |
|
|
2021
Q2 | $380K | Buy |
4,883
+7
| +0.1% | +$545 | 0.08% | 201 |
|
|
2021
Q1 | $384K | Sell |
4,876
-948
| -16% | -$74.7K | 0.09% | 185 |
|
|
2020
Q4 | $432K | Buy |
5,824
+54
| +0.9% | +$4.01K | 0.11% | 165 |
|
|
2020
Q3 | $359K | Buy |
5,770
+438
| +8% | +$27.3K | 0.09% | 174 |
|
|
2020
Q2 | $291K | Buy |
5,332
+228
| +4% | +$12.4K | 0.08% | 191 |
|
|
2020
Q1 | $233K | Sell |
5,104
-236
| -4% | -$10.8K | 0.08% | 191 |
|
|
2019
Q4 | $457K | Sell |
5,340
-553
| -9% | -$47.3K | 0.13% | 145 |
|
|
2019
Q3 | $468K | Sell |
5,893
-129
| -2% | -$10.2K | 0.14% | 145 |
|
|
2019
Q2 | $426K | Buy |
+6,022
| New | +$426K | 0.13% | 157 |
|