WealthPlan Investment Management’s Sysco SYY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,666	Closed	-$220K	–	391
2025 Q3	$220K	Sell	2,666 -497	-16%	-$39.7K	0.01%	312
2025 Q2	$240K	Buy	3,163 +412	+15%	+$29.9K	0.02%	313
2025 Q1	$206K	Sell	2,751 -483	-15%	-$35.4K	0.02%	258
2024 Q4	$247K	Sell	3,234 -67	-2%	-$5.13K	0.02%	237
2024 Q3	$258K	Buy	3,301 +16	+0.5%	+$1.2K	0.03%	221
2024 Q2	$235K	Buy	3,285 +15	+0.5%	+$1.12K	0.04%	170
2024 Q1	$265K	Sell	3,270 -1,118	-25%	-$88.1K	0.04%	163
2023 Q4	$321K	Sell	4,388 -1,485	-25%	-$102K	0.05%	148
2023 Q3	$388K	Sell	5,873 -55,527	-90%	-$3.99M	0.07%	131
2023 Q2	$4.56M	Sell	61,400 -59,654	-49%	-$4.41M	1.36%	30
2023 Q1	$9.35M	Sell	121,054 -87,495	-42%	-$6.71M	1.61%	19
2022 Q4	$16.3M	Buy	208,549 +7,679	+4%	+$620K	1.14%	25
2022 Q3	$16.9M	Buy	+200,870	New	+$16.7M	1.23%	24
2022 Q1	$14.9M	Buy	+174,211	New	+$14.1M	1.03%	28