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
Q3 | $220K | Sell |
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|
2025
Q2 | $240K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $247K | Sell |
|
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|
2024
Q3 | $258K | Buy |
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|
2024
Q2 | $235K | Buy |
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|
2024
Q1 | $265K | Sell |
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|
2023
Q4 | $321K | Sell |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $4.56M | Sell |
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|
2023
Q1 | $9.35M | Sell |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $16.9M | Buy |
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|
2022
Q1 | $14.9M | Buy |
|