Agate Pass Investment 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 | $1.17M | Sell |
15,493
-214
| -1% | -$16.2K | 0.48% | 59 |
|
2025
Q1 | $1.18M | Sell |
15,707
-1,242
| -7% | -$93.2K | 0.5% | 59 |
|
2024
Q4 | $1.3M | Buy |
16,949
+1,638
| +11% | +$125K | 0.59% | 49 |
|
2024
Q3 | $1.2M | Sell |
15,311
-63
| -0.4% | -$4.92K | 0.6% | 53 |
|
2024
Q2 | $1.1M | Buy |
15,374
+6
| +0% | +$428 | 0.58% | 52 |
|
2024
Q1 | $1.25M | Buy |
15,368
+445
| +3% | +$36.1K | 0.67% | 44 |
|
2023
Q4 | $1.09M | Buy |
14,923
+404
| +3% | +$29.5K | 0.63% | 48 |
|
2023
Q3 | $959K | Sell |
14,519
-745
| -5% | -$49.2K | 0.65% | 44 |
|
2023
Q2 | $1.13M | Buy |
15,264
+340
| +2% | +$25.2K | 0.69% | 44 |
|
2023
Q1 | $1.15M | Sell |
14,924
-4,105
| -22% | -$317K | 0.75% | 43 |
|
2022
Q4 | $1.45M | Sell |
19,029
-672
| -3% | -$51.4K | 1.03% | 33 |
|
2022
Q3 | $1.39M | Sell |
19,701
-450
| -2% | -$31.8K | 1.06% | 32 |
|
2022
Q2 | $1.71M | Sell |
20,151
-652
| -3% | -$55.2K | 1.2% | 28 |
|
2022
Q1 | $1.7M | Buy |
20,803
+600
| +3% | +$49K | 1.06% | 31 |
|
2021
Q4 | $1.59M | Buy |
+20,203
| New | +$1.59M | 0.99% | 31 |
|