Strategic Family Wealth Counselors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $386K | Sell |
5,102
-2
| -0% | -$151 | 0.11% | 106 |
|
|
2025
Q1 | $383K | Buy |
5,104
+59
| +1% | +$4.43K | 0.12% | 97 |
|
|
2024
Q4 | $386K | Buy |
5,045
+317
| +7% | +$24.2K | 0.13% | 99 |
|
|
2024
Q3 | $369K | Buy |
4,728
+16
| +0.3% | +$1.25K | 0.13% | 91 |
|
|
2024
Q2 | $336K | Buy |
+4,712
| New | +$336K | 0.13% | 87 |
|
|
2022
Q1 | – | Sell |
-2,727
| Closed | -$214K | – | 105 |
|
|
2021
Q4 | $214K | Sell |
2,727
-350
| -11% | -$27.5K | 0.07% | 96 |
|
|
2021
Q3 | $242K | Hold |
3,077
| – | – | 0.08% | 76 |
|
|
2021
Q2 | $239K | Hold |
3,077
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $242K | Hold |
3,077
| – | – | 0.09% | 73 |
|
|
2020
Q4 | $228K | Buy |
+3,077
| New | +$228K | 0.12% | 73 |
|