AE Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
18,909
+718
| +4% | +$54.4K | 0.01% | 624 |
|
|
2025
Q1 | $1.37M | Sell |
18,191
-87,198
| -83% | -$6.54M | 0.01% | 629 |
|
|
2024
Q4 | $8.06M | Buy |
105,389
+88,044
| +508% | +$6.73M | 0.07% | 264 |
|
|
2024
Q3 | $1.35M | Buy |
17,345
+2,466
| +17% | +$192K | 0.01% | 637 |
|
|
2024
Q2 | $1.06M | Buy |
14,879
+2,399
| +19% | +$171K | 0.01% | 686 |
|
|
2024
Q1 | $1.01M | Sell |
12,480
-25,072
| -67% | -$2.04M | 0.01% | 647 |
|
|
2023
Q4 | $2.82M | Buy |
37,552
+3,196
| +9% | +$240K | 0.01% | 784 |
|
|
2023
Q3 | $2.27M | Buy |
34,356
+1,207
| +4% | +$79.7K | 0.01% | 808 |
|
|
2023
Q2 | $2.46M | Buy |
33,149
+7,302
| +28% | +$542K | 0.01% | 778 |
|
|
2023
Q1 | $2M | Sell |
25,847
-1,964
| -7% | -$152K | 0.01% | 798 |
|
|
2022
Q4 | $2.13M | Sell |
27,811
-70,408
| -72% | -$5.38M | 0.02% | 720 |
|
|
2022
Q3 | $6.95M | Sell |
98,219
-39,472
| -29% | -$2.79M | 0.06% | 355 |
|
|
2022
Q2 | $11.7M | Buy |
137,691
+37,524
| +37% | +$3.18M | 0.09% | 242 |
|
|
2022
Q1 | $8.18M | Buy |
100,167
+16,458
| +20% | +$1.34M | 0.06% | 329 |
|
|
2021
Q4 | $6.58M | Buy |
83,709
+39,863
| +91% | +$3.13M | 0.05% | 367 |
|
|
2021
Q3 | $3.44M | Buy |
43,846
+3,342
| +8% | +$262K | 0.03% | 473 |
|
|
2021
Q2 | $3.15M | Buy |
40,504
+15,741
| +64% | +$1.22M | 0.03% | 491 |
|
|
2021
Q1 | $1.95M | Sell |
24,763
-43
| -0.2% | -$3.39K | 0.02% | 568 |
|
|
2020
Q4 | $1.84M | Buy |
24,806
+2,318
| +10% | +$172K | 0.02% | 518 |
|
|
2020
Q3 | $1.4M | Sell |
22,488
-1,091
| -5% | -$67.9K | 0.02% | 531 |
|
|
2020
Q2 | $1.29M | Buy |
23,579
+14,121
| +149% | +$772K | 0.02% | 530 |
|
|
2020
Q1 | $432K | Sell |
9,458
-7,709
| -45% | -$352K | 0.01% | 725 |
|
|
2019
Q4 | $1.47M | Buy |
17,167
+6,426
| +60% | +$550K | 0.03% | 431 |
|
|
2019
Q3 | $853K | Buy |
10,741
+729
| +7% | +$57.9K | 0.02% | 487 |
|
|
2019
Q2 | $708K | Buy |
10,012
+3,821
| +62% | +$270K | 0.02% | 496 |
|
|
2019
Q1 | $413K | Sell |
6,191
-707
| -10% | -$47.2K | 0.03% | 385 |
|
|
2018
Q4 | $432K | Buy |
6,898
+4
| +0.1% | +$251 | 0.07% | 274 |
|
|
2018
Q3 | $505K | Buy |
6,894
+3,900
| +130% | +$286K | 0.03% | 319 |
|
|
2018
Q2 | $204K | Buy |
+2,994
| New | +$204K | 0.01% | 419 |
|
|
2018
Q1 | – | Sell |
-3,527
| Closed | -$214K | – | 456 |
|
|
2017
Q4 | $214K | Buy |
+3,527
| New | +$214K | 0.02% | 386 |
|