Wealth Management Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Sell |
7,418
-607
| -8% | -$46.6K | 0.2% | 84 |
|
|
2025
Q1 | $602K | Sell |
8,025
-196
| -2% | -$14.7K | 0.28% | 68 |
|
|
2024
Q4 | $629K | Sell |
8,221
-654
| -7% | -$50K | 0.27% | 71 |
|
|
2024
Q3 | $693K | Sell |
8,875
-1,017
| -10% | -$79.4K | 0.32% | 64 |
|
|
2024
Q2 | $706K | Sell |
9,892
-930
| -9% | -$66.4K | 0.34% | 57 |
|
|
2024
Q1 | $879K | Sell |
10,822
-227
| -2% | -$18.4K | 0.45% | 48 |
|
|
2023
Q4 | $808K | Buy |
11,049
+744
| +7% | +$54.4K | 0.45% | 48 |
|
|
2023
Q3 | $681K | Sell |
10,305
-350
| -3% | -$23.1K | 0.42% | 52 |
|
|
2023
Q2 | $791K | Sell |
10,655
-94
| -0.9% | -$6.98K | 0.5% | 45 |
|
|
2023
Q1 | $830K | Sell |
10,749
-251
| -2% | -$19.4K | 0.58% | 38 |
|
|
2022
Q4 | $830K | Hold |
11,000
| – | – | 0.69% | 37 |
|
|
2022
Q3 | $803K | Hold |
11,000
| – | – | 0.71% | 36 |
|
|
2022
Q2 | $967K | Sell |
11,000
-1,000
| -8% | -$87.9K | 0.85% | 31 |
|
|
2022
Q1 | $1M | Hold |
12,000
| – | – | 0.71% | 35 |
|
|
2021
Q4 | $961K | Sell |
12,000
-2,202
| -16% | -$176K | 0.66% | 37 |
|
|
2021
Q3 | $1.12M | Sell |
14,202
-525
| -4% | -$41.2K | 0.83% | 30 |
|
|
2021
Q2 | $1.15M | Sell |
14,727
-108
| -0.7% | -$8.4K | 0.8% | 32 |
|
|
2021
Q1 | $1.2M | Sell |
14,835
-495
| -3% | -$39.9K | 0.89% | 31 |
|
|
2020
Q4 | $1.14M | Buy |
+15,330
| New | +$1.14M | 0.89% | 29 |
|