A detailed history of Wealth Plan Investment Management, LLC transactions in Sysco Corp stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 3,285 shares of SYY stock, worth $243,648. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,285
Previous 3,270 0.46%
Holding current value
$243,648
Previous $265,000 11.7%
% of portfolio
0.04%
Previous 0.04%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

BUY
$70.69 - $80.57 $1,060 - $1,208
15 Added 0.46%
3,285 $234,000
Q1 2024

May 16, 2024

SELL
$74.42 - $82.36 $83,201 - $92,078
-1,118 Reduced 25.48%
3,270 $265,000
Q4 2023

Jan 05, 2024

SELL
$62.69 - $75.34 $93,094 - $111,879
-1,485 Reduced 25.29%
4,388 $320,000
Q3 2023

Nov 15, 2023

BUY
$65.21 - $76.31 $162,503 - $190,164
2,492 Added 73.71%
5,873 $387,000
Q3 2023

Nov 09, 2023

SELL
$65.21 - $76.31 $3.78 Million - $4.43 Million
-58,019 Reduced 94.49%
3,381 $223,000
Q2 2023

Aug 14, 2023

BUY
$69.52 - $78.32 $4.24 Million - $4.78 Million
60,981 Added 14553.94%
61,400 $4.56 Million
Q2 2023

Jul 25, 2023

SELL
$69.52 - $78.32 $8.39 Million - $9.45 Million
-120,635 Reduced 99.65%
419 $31,000
Q1 2023

May 08, 2023

SELL
$72.94 - $80.57 $6.38 Million - $7.05 Million
-87,495 Reduced 41.95%
121,054 $9.35 Million
Q4 2022

Feb 15, 2023

BUY
$72.09 - $86.56 $553,579 - $664,694
7,679 Added 3.82%
208,549 $15.9 Million
Q3 2022

Dec 12, 2022

BUY
$70.71 - $88.23 $1.89 Million - $2.35 Million
26,659 Added 15.3%
200,870 $16.9 Million
Q1 2022

Sep 07, 2022

BUY
$75.31 - $88.37 $13.1 Million - $15.4 Million
174,211 New
174,211 $14.9 Million

Others Institutions Holding SYY

About SYSCO CORP


  • Ticker SYY
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Food Distribution
  • Shares Outstandng 506,758,016
  • Market Cap $37.6B
  • Description
  • Sysco Corporation, through its subsidiaries, engages in the marketing and distribution of various food and related products primarily to the foodservice or food-away-from-home industry in the United States, Canada, the United Kingdom, France, and internationally. It operates through U.S. Foodservice Operations, International Foodservice Operatio...
More about SYY
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.