Zimmermann Investment Management & Planning’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,497
Closed -$267K 119
2022
Q4
$267K Sell
3,497
-183
-5% -$14K 0.15% 77
2022
Q3
$260K Buy
+3,680
New +$260K 0.16% 76