WBI Investments’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $255K | Sell |
3,371
-7,543
| -69% | -$571K | 0.07% | 223 |
|
2025
Q1 | $819K | Buy |
10,914
+3,211
| +42% | +$241K | 0.22% | 114 |
|
2024
Q4 | $589K | Buy |
7,703
+920
| +14% | +$70.3K | 0.15% | 143 |
|
2024
Q3 | $529K | Buy |
+6,783
| New | +$529K | 0.13% | 166 |
|
2024
Q1 | – | Sell |
-3,423
| Closed | -$250K | – | 247 |
|
2023
Q4 | $250K | Buy |
+3,423
| New | +$250K | 0.05% | 185 |
|
2020
Q1 | – | Sell |
-5,755
| Closed | -$492K | – | 194 |
|
2019
Q4 | $492K | Sell |
5,755
-14,352
| -71% | -$1.23M | 0.05% | 156 |
|
2019
Q3 | $1.6M | Sell |
20,107
-7,884
| -28% | -$626K | 0.15% | 109 |
|
2019
Q2 | $1.98M | Buy |
+27,991
| New | +$1.98M | 0.17% | 118 |
|
2018
Q3 | – | Sell |
-219,239
| Closed | -$15M | – | 333 |
|
2018
Q2 | $15M | Buy |
+219,239
| New | +$15M | 0.79% | 29 |
|