Wealth Management Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Hold |
5,467
| – | – | 0.16% | 122 |
|
|
2025
Q1 | $410K | Hold |
5,467
| – | – | 0.18% | 111 |
|
|
2024
Q4 | $418K | Hold |
5,467
| – | – | 0.18% | 108 |
|
|
2024
Q3 | $427K | Sell |
5,467
-964
| -15% | -$75.3K | 0.19% | 118 |
|
|
2024
Q2 | $459K | Hold |
6,431
| – | – | 0.22% | 90 |
|
|
2024
Q1 | $459K | Buy |
6,431
+270
| +4% | +$19.3K | 0.22% | 90 |
|
|
2023
Q4 | $451K | Hold |
6,161
| – | – | 0.24% | 88 |
|
|
2023
Q3 | $407K | Buy |
6,161
+480
| +8% | +$31.7K | 0.24% | 90 |
|
|
2023
Q2 | $422K | Buy |
5,681
+340
| +6% | +$25.2K | 0.24% | 88 |
|
|
2023
Q1 | $412K | Hold |
5,341
| – | – | 0.25% | 92 |
|
|
2022
Q4 | $408K | Sell |
5,341
-2,020
| -27% | -$154K | 0.27% | 88 |
|
|
2022
Q3 | $520K | Buy |
7,361
+1,534
| +26% | +$108K | 0.37% | 71 |
|
|
2022
Q2 | $494K | Hold |
5,827
| – | – | 0.34% | 74 |
|
|
2022
Q1 | $476K | Sell |
5,827
-250
| -4% | -$20.4K | 0.27% | 94 |
|
|
2021
Q4 | $477K | Hold |
6,077
| – | – | 0.26% | 102 |
|
|
2021
Q3 | $477K | Hold |
6,077
| – | – | 0.28% | 93 |
|
|
2021
Q2 | $472K | Hold |
6,077
| – | – | 0.27% | 100 |
|
|
2021
Q1 | $479K | Hold |
6,077
| – | – | 0.3% | 80 |
|
|
2020
Q4 | $451K | Hold |
6,077
| – | – | 0.3% | 87 |
|
|
2020
Q3 | $378K | Buy |
6,077
+1,548
| +34% | +$96.3K | 0.29% | 81 |
|
|
2020
Q2 | $248K | Buy |
4,529
+46
| +1% | +$2.51K | 0.21% | 115 |
|
|
2020
Q1 | $205K | Sell |
4,483
-2,160
| -33% | -$98.6K | 0.21% | 112 |
|
|
2019
Q4 | $568K | Hold |
6,643
| – | – | 0.41% | 60 |
|
|
2019
Q3 | $527K | Buy |
+6,643
| New | +$527K | 0.42% | 58 |
|