SFWA
Summit Financial Wealth Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $7.94M | Buy |
105,810
+3,783
| +4% | +$284K | 1.58% | 22 |
|
|
2024
Q4 | $7.38M | Buy |
102,027
+253
| +0.2% | +$18.3K | 1.44% | 23 |
|
|
2024
Q3 | $7.94M | Buy |
101,774
+651
| +0.6% | +$50.8K | 1.49% | 24 |
|
|
2024
Q2 | $7.22M | Sell |
101,123
-372
| -0.4% | -$26.6K | 1.46% | 23 |
|
|
2024
Q1 | $8.24M | Buy |
101,495
+4,093
| +4% | +$332K | 1.67% | 21 |
|
|
2023
Q4 | $7.12M | Sell |
97,402
-1,413
| -1% | -$103K | 1.62% | 23 |
|
|
2023
Q3 | $6.68M | Sell |
98,815
-5,999
| -6% | -$405K | 1.64% | 22 |
|
|
2023
Q2 | $7.78M | Sell |
104,814
-2,803
| -3% | -$208K | 1.8% | 20 |
|
|
2023
Q1 | $8.31M | Buy |
107,617
+823
| +0.8% | +$63.6K | 1.97% | 15 |
|
|
2022
Q4 | $8.16M | Buy |
106,794
+134
| +0.1% | +$10.2K | 1.97% | 16 |
|
|
2022
Q3 | $8.93M | Buy |
106,660
+1,896
| +2% | +$159K | 2.57% | 13 |
|
|
2022
Q2 | $9.21M | Sell |
104,764
-484
| -0.5% | -$42.5K | 2.2% | 13 |
|
|
2022
Q1 | $8.59M | Sell |
105,248
-13,348
| -11% | -$1.09M | 1.74% | 20 |
|
|
2021
Q4 | $9.59M | Buy |
118,596
+4,585
| +4% | +$371K | 1.86% | 13 |
|
|
2021
Q3 | $8.95M | Buy |
114,011
+231
| +0.2% | +$18.1K | 2.03% | 12 |
|
|
2021
Q2 | $8.85M | Buy |
113,780
+622
| +0.5% | +$48.4K | 2% | 13 |
|
|
2021
Q1 | $8.4M | Sell |
113,158
-929
| -0.8% | -$69K | 2.14% | 11 |
|
|
2020
Q4 | $7.1M | Sell |
114,087
-365
| -0.3% | -$22.7K | 1.94% | 14 |
|
|
2020
Q3 | $6.53M | Sell |
114,452
-154
| -0.1% | -$8.79K | 1.74% | 18 |
|
|
2020
Q2 | $6.09M | Buy |
+114,606
| New | +$6.09M | 1.62% | 18 |
|
|
2018
Q1 | – | Sell |
-57,966
| Closed | -$3.52M | – | 155 |
|
|
2017
Q4 | $3.52M | Sell |
57,966
-2,108
| -4% | -$128K | 1.21% | 22 |
|
|
2017
Q3 | $3.24M | Sell |
60,074
-32,577
| -35% | -$1.76M | 1.18% | 24 |
|
|
2017
Q2 | $4.66M | Sell |
92,651
-2,681
| -3% | -$135K | 1.84% | 10 |
|
|
2017
Q1 | $4.95M | Buy |
95,332
+5,532
| +6% | +$287K | 2.16% | 6 |
|
|
2016
Q4 | $4.97M | Sell |
89,800
-11,005
| -11% | -$609K | 2.19% | 6 |
|
|
2016
Q3 | $4.94M | Sell |
100,805
-18,775
| -16% | -$920K | 2.14% | 6 |
|
|
2016
Q2 | $6.07M | Sell |
119,580
-5,035
| -4% | -$255K | 2.53% | 9 |
|
|
2016
Q1 | $5.82M | Buy |
124,615
+1,825
| +1% | +$85.3K | 2.55% | 9 |
|
|
2015
Q4 | $5.03M | Buy |
122,790
+9,615
| +8% | +$394K | 2.3% | 10 |
|
|
2015
Q3 | $4.41M | Sell |
113,175
-55
| -0% | -$2.14K | 2.85% | 9 |
|
|
2015
Q2 | $4.09M | Buy |
113,230
+1,655
| +1% | +$59.7K | 2.53% | 14 |
|
|
2015
Q1 | $4.11M | Buy |
111,575
+3,425
| +3% | +$126K | 2.78% | 14 |
|
|
2014
Q4 | $4.29M | Buy |
+108,150
| New | +$4.29M | 2.98% | 13 |
|