WR Wealth Planners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $326K | Buy |
4,270
+386
| +10% | +$29.5K | 0.11% | 123 |
|
|
2024
Q3 | $303K | Buy |
3,884
+453
| +13% | +$35.4K | 0.08% | 142 |
|
|
2024
Q2 | $245K | Buy |
3,431
+10
| +0.3% | +$714 | 0.07% | 150 |
|
|
2024
Q1 | $278K | Buy |
3,421
+68
| +2% | +$5.52K | 0.09% | 141 |
|
|
2023
Q4 | $245K | Buy |
3,353
+34
| +1% | +$2.49K | 0.09% | 156 |
|
|
2023
Q3 | $219K | Buy |
3,319
+36
| +1% | +$2.38K | 0.08% | 158 |
|
|
2023
Q2 | $244K | Buy |
3,283
+26
| +0.8% | +$1.93K | 0.09% | 148 |
|
|
2023
Q1 | $252K | Buy |
+3,257
| New | +$252K | 0.11% | 136 |
|
|
2022
Q3 | – | Sell |
-725
| Closed | -$61.4K | – | 557 |
|
|
2022
Q2 | $61.4K | Buy |
725
+3
| +0.4% | +$254 | 0.04% | 158 |
|
|
2022
Q1 | $58.9K | Buy |
+722
| New | +$58.9K | 0.04% | 162 |
|