Trueblood 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 | $202K | Sell |
2,662
-5
| -0.2% | -$379 | 0.08% | 243 |
|
2025
Q1 | $200K | Sell |
2,667
-11
| -0.4% | -$825 | 0.09% | 231 |
|
2024
Q4 | $205K | Sell |
2,678
-2
| -0.1% | -$153 | 0.1% | 220 |
|
2024
Q3 | $209K | Sell |
2,680
-152
| -5% | -$11.9K | 0.11% | 223 |
|
2024
Q2 | $202K | Sell |
2,832
-97
| -3% | -$6.93K | 0.11% | 212 |
|
2024
Q1 | $238K | Buy |
+2,929
| New | +$238K | 0.14% | 192 |
|