Wealthspire Advisors (New York)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,916
| Closed | -$594K | – | 875 |
|
|
2025
Q1 | $594K | Buy |
7,916
+627
| +9% | +$47K | ﹤0.01% | 479 |
|
|
2024
Q4 | $557K | Buy |
7,289
+54
| +0.7% | +$4.13K | 0.01% | 489 |
|
|
2024
Q3 | $565K | Buy |
7,235
+210
| +3% | +$16.4K | 0.01% | 466 |
|
|
2024
Q2 | $502K | Sell |
7,025
-827
| -11% | -$59K | 0.01% | 428 |
|
|
2024
Q1 | $637K | Sell |
7,852
-195
| -2% | -$15.8K | 0.01% | 383 |
|
|
2023
Q4 | $588K | Buy |
8,047
+87
| +1% | +$6.36K | 0.01% | 393 |
|
|
2023
Q3 | $526K | Buy |
7,960
+166
| +2% | +$11K | 0.01% | 380 |
|
|
2023
Q2 | $578K | Buy |
7,794
+23
| +0.3% | +$1.71K | 0.01% | 336 |
|
|
2023
Q1 | $600K | Sell |
7,771
-947
| -11% | -$73.1K | 0.01% | 326 |
|
|
2022
Q4 | $666K | Buy |
8,718
+1,183
| +16% | +$90.4K | 0.01% | 335 |
|
|
2022
Q3 | $533K | Buy |
7,535
+919
| +14% | +$65K | 0.01% | 323 |
|
|
2022
Q2 | $560K | Sell |
6,616
-334
| -5% | -$28.3K | 0.01% | 297 |
|
|
2022
Q1 | $567K | Sell |
6,950
-1,160
| -14% | -$94.6K | 0.01% | 258 |
|
|
2021
Q4 | $637K | Sell |
8,110
-597
| -7% | -$46.9K | 0.01% | 281 |
|
|
2021
Q3 | $683K | Buy |
8,707
+1,418
| +19% | +$111K | 0.01% | 303 |
|
|
2021
Q2 | $567K | Sell |
7,289
-4,148
| -36% | -$323K | 0.01% | 212 |
|
|
2021
Q1 | $901K | Buy |
11,437
+828
| +8% | +$65.2K | 0.02% | 281 |
|
|
2020
Q4 | $788K | Buy |
+10,609
| New | +$788K | 0.02% | 238 |
|
|
2020
Q2 | – | Sell |
-13,038
| Closed | -$595K | – | 498 |
|
|
2020
Q1 | $595K | Buy |
+13,038
| New | +$595K | 0.02% | 268 |
|
|
2019
Q1 | – | Sell |
-399
| Closed | -$25K | – | 696 |
|
|
2018
Q4 | $25K | Buy |
+399
| New | +$25K | ﹤0.01% | 295 |
|