Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$338K Sell
4,581
-9
-0.2% -$685 0.58% 39
2025
Q3
$378K Hold
4,590
0.67% 37
2025
Q2
$348K Sell
4,590
-95
-2% -$6.9K 0.68% 37
2025
Q1
$352K Sell
4,685
-8
-0.2% -$586 0.58% 40
2024
Q4
$359K Sell
4,693
-6,895
-60% -$528K 0.59% 37
2024
Q3
$905K Sell
11,588
-14
-0.1% -$1.05K 0.69% 23
2024
Q2
$828K Sell
11,602
-237
-2% -$17.7K 0.62% 21
2024
Q1
$961K Sell
11,839
-809
-6% -$63.8K 0.69% 20
2023
Q4
$925K Buy
12,648
+215
+2% +$14.8K 0.7% 17
2023
Q3
$821K Buy
12,433
+71
+0.6% +$5.1K 0.68% 17
2023
Q2
$917K Sell
12,362
-10
-0.1% -$739 0.74% 18
2023
Q1
$955K Buy
12,372
+126
+1% +$9.67K 0.81% 18
2022
Q4
$936K Buy
+12,246
New +$989K 0.91% 19

Other funds holding SYY