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Whipplewood Advisors’s Sysco SYY Stock Holding History

Whipplewood Advisors’s Portfolio SYY Stock Details SYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$194K Sell
2,564
-1,115
-30% -$84.5K 0.11% 171
2025
Q1 		$187K Buy
3,679
+998
+37% +$50.8K 0.11% 164
2024
Q4 		$205K Buy
+2,681
New +$205K 0.12% 154