Ep Wealth Advisors, LLC Sysco Corp Transaction History

Ep Wealth Advisors, LLC

$11.7 Billion
Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in Sysco Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 15,214 shares of SYY stock, worth $1.06 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,214

Previous 15,785 3.62%

Holding current value

$1.06 Million

Previous $1.23 Million 5.6%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$73.63 - $81.77 $42,042 - $46,690	-571 Reduced 3.62%	15,214 $1.16 Million
Q3 2024 Nov 14, 2024	BUY	$69.16 - $78.98 $405,208 - $462,743	5,859 Added 59.03%	15,785 $1.23 Million
Q2 2024 Aug 19, 2024	BUY	$70.69 - $80.57 $110,983 - $126,494	1,570 Added 18.79%	9,926 $708,000
Q1 2024 May 14, 2024	BUY	$74.42 - $82.36 $58,866 - $65,146	791 Added 10.46%	8,356 $678,000
Q4 2023 Feb 28, 2024	SELL	$62.69 - $75.34 $33,037 - $39,704	-527 Reduced 6.51%	7,565 $553,000
Q3 2023 Nov 22, 2023	BUY	$65.21 - $76.31 $205,085 - $239,994	3,145 Added 63.57%	8,092 $534,000
Q2 2023 Aug 14, 2023	SELL	$69.52 - $78.32 $11.8 Million - $13.3 Million	-170,437 Reduced 97.18%	4,947 $367,000
Q1 2023 Jun 05, 2023	BUY	$72.94 - $80.57 $12 Million - $13.3 Million	165,075 Added 1601.27%	175,384 $13.5 Million
Q4 2022 Jun 12, 2023	SELL	$72.09 - $86.56 $12.1 Million - $14.6 Million	-168,521 Reduced 96.09%	6,863 $524,000
Q3 2022 Dec 02, 2022	BUY	$70.71 - $88.23 $258,162 - $322,127	3,651 Added 54.84%	10,309 $729,000
Q2 2022 Aug 11, 2022	BUY	$76.98 - $89.74 $9,468 - $11,038	123 Added 1.88%	6,658 $564,000
Q1 2022 May 20, 2022	SELL	$75.31 - $88.37 $41,797 - $49,045	-555 Reduced 7.83%	6,535 $534,000
Q4 2021 Feb 17, 2022	BUY	$68.07 - $83.35 $16,609 - $20,337	244 Added 3.56%	7,090 $557,000
Q3 2021 Nov 23, 2021	SELL	$70.47 - $81.66 $1.63 Million - $1.89 Million	-23,174 Reduced 77.2%	6,846 $537,000
Q3 2021 Nov 16, 2021	BUY	$70.47 - $81.66 $1.59 Million - $1.85 Million	22,610 Added 305.13%	30,020 $537,000
Q2 2021 Aug 24, 2021	SELL	$74.71 - $86.26 $14,717 - $16,993	-197 Reduced 2.59%	7,410 $576,000
Q1 2021 May 17, 2021	BUY	$71.51 - $83.4 $543,976 - $634,423	7,607 New	7,607 $599,000
Q1 2020 May 18, 2020	SELL	$31.24 - $84.92 $73,226 - $199,052	-2,344 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$77.57 - $85.8 $181,824 - $201,115	2,344 New	2,344 $201,000

Others Institutions Holding SYY

# of Institutions

1,723

Shares Held

417M

Call Options Held

2.9M

Put Options Held

1.62M

View Full List

About SYSCO CORP

Ticker SYY
Exchange NYSE
Sector Consumer Defensive
Industry Food Distribution
Shares Outstandng 506,758,016
Market Cap $35.5B
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...

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Ep Wealth Advisors, LLC Sysco Corp Transaction History