WealthPlan Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Buy |
3,163
+412
| +15% | +$31.2K | 0.02% | 313 |
|
|
2025
Q1 | $206K | Sell |
2,751
-483
| -15% | -$36.2K | 0.02% | 258 |
|
|
2024
Q4 | $247K | Sell |
3,234
-67
| -2% | -$5.12K | 0.02% | 237 |
|
|
2024
Q3 | $258K | Buy |
3,301
+16
| +0.5% | +$1.25K | 0.03% | 221 |
|
|
2024
Q2 | $235K | Buy |
3,285
+15
| +0.5% | +$1.07K | 0.04% | 170 |
|
|
2024
Q1 | $265K | Sell |
3,270
-1,118
| -25% | -$90.8K | 0.04% | 163 |
|
|
2023
Q4 | $321K | Sell |
4,388
-1,485
| -25% | -$109K | 0.05% | 148 |
|
|
2023
Q3 | $388K | Sell |
5,873
-55,527
| -90% | -$3.67M | 0.07% | 131 |
|
|
2023
Q2 | $4.56M | Sell |
61,400
-59,654
| -49% | -$4.43M | 1.36% | 30 |
|
|
2023
Q1 | $9.35M | Sell |
121,054
-87,495
| -42% | -$6.76M | 1.61% | 19 |
|
|
2022
Q4 | $16.3M | Buy |
208,549
+7,679
| +4% | +$601K | 1.14% | 25 |
|
|
2022
Q3 | $16.9M | Buy |
+200,870
| New | +$16.9M | 1.23% | 24 |
|
|
2022
Q1 | $14.9M | Buy |
+174,211
| New | +$14.9M | 1.03% | 28 |
|