VA
Valmark Advisers’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Buy |
3,384
+445
| +15% | +$33.7K | ﹤0.01% | 578 |
|
|
2025
Q1 | $221K | Buy |
+2,939
| New | +$221K | ﹤0.01% | 581 |
|
|
2024
Q2 | – | Sell |
-2,602
| Closed | -$211K | – | 575 |
|
|
2024
Q1 | $211K | Buy |
+2,602
| New | +$211K | ﹤0.01% | 521 |
|
|
2023
Q3 | – | Sell |
-2,802
| Closed | -$208K | – | 485 |
|
|
2023
Q2 | $208K | Sell |
2,802
-374
| -12% | -$27.8K | ﹤0.01% | 456 |
|
|
2023
Q1 | $245K | Buy |
3,176
+262
| +9% | +$20.2K | 0.01% | 425 |
|
|
2022
Q4 | $223K | Buy |
+2,914
| New | +$223K | 0.01% | 412 |
|
|
2022
Q3 | – | Sell |
-2,736
| Closed | -$232K | – | 424 |
|
|
2022
Q2 | $232K | Buy |
2,736
+173
| +7% | +$14.7K | ﹤0.01% | 384 |
|
|
2022
Q1 | $209K | Buy |
+2,563
| New | +$209K | ﹤0.01% | 415 |
|