Wealth Management Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Sell |
|
|||||
|
2025
Q2 | $569K | Sell |
|
|||||
|
2025
Q1 | $602K | Sell |
|
|||||
|
2024
Q4 | $629K | Sell |
|
|||||
|
2024
Q3 | $693K | Sell |
|
|||||
|
2024
Q2 | $706K | Sell |
|
|||||
|
2024
Q1 | $879K | Sell |
|
|||||
|
2023
Q4 | $808K | Buy |
|
|||||
|
2023
Q3 | $681K | Sell |
|
|||||
|
2023
Q2 | $791K | Sell |
|
|||||
|
2023
Q1 | $830K | Sell |
|
|||||
|
2022
Q4 | $830K | Hold |
|
|||||
|
2022
Q3 | $803K | Hold |
|
|||||
|
2022
Q2 | $967K | Sell |
|
|||||
|
2022
Q1 | $1M | Hold |
|
|||||
|
2021
Q4 | $961K | Sell |
|
|||||
|
2021
Q3 | $1.11M | Sell |
|
|||||
|
2021
Q2 | $1.15M | Sell |
|
|||||
|
2021
Q1 | $1.2M | Sell |
|
|||||
|
2020
Q4 | $1.14M | Buy |
|