Wescott Financial Advisory Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $282K | Sell |
3,724
-124
| -3% | -$9.39K | 0.03% | 151 |
|
|
2025
Q1 | $289K | Buy |
3,848
+116
| +3% | +$8.71K | 0.03% | 141 |
|
|
2024
Q4 | $285K | Buy |
3,732
+79
| +2% | +$6.04K | 0.03% | 147 |
|
|
2024
Q3 | $285K | Hold |
3,653
| – | – | 0.03% | 150 |
|
|
2024
Q2 | $261K | Buy |
3,653
+3
| +0.1% | +$214 | 0.03% | 149 |
|
|
2024
Q1 | $296K | Hold |
3,650
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $267K | Hold |
3,650
| – | – | 0.04% | 141 |
|
|
2023
Q3 | $241K | Hold |
3,650
| – | – | 0.04% | 140 |
|
|
2023
Q2 | $271K | Sell |
3,650
-195
| -5% | -$14.5K | 0.05% | 136 |
|
|
2023
Q1 | $297K | Buy |
3,845
+178
| +5% | +$13.7K | 0.06% | 127 |
|
|
2022
Q4 | $280K | Hold |
3,667
| – | – | 0.06% | 126 |
|
|
2022
Q3 | $259K | Sell |
3,667
-1,344
| -27% | -$94.9K | 0.07% | 120 |
|
|
2022
Q2 | $424K | Buy |
+5,011
| New | +$424K | 0.12% | 88 |
|