AllSquare 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 | $62.4K | Hold |
824
| – | – | 0.04% | 204 |
|
|
2025
Q1 | $61.8K | Hold |
824
| – | – | 0.04% | 192 |
|
|
2024
Q4 | $63K | Hold |
824
| – | – | 0.04% | 190 |
|
|
2024
Q3 | $64.3K | Hold |
824
| – | – | 0.04% | 188 |
|
|
2024
Q2 | $58.8K | Hold |
824
| – | – | 0.04% | 192 |
|
|
2024
Q1 | $66.9K | Hold |
824
| – | – | 0.04% | 189 |
|
|
2023
Q4 | $60.3K | Buy |
824
+185
| +29% | +$13.5K | 0.04% | 191 |
|
|
2023
Q3 | $42.2K | Buy |
+639
| New | +$42.2K | 0.03% | 215 |
|
|
2020
Q1 | – | Sell |
-494
| Closed | -$42K | – | 479 |
|
|
2019
Q4 | $42K | Sell |
494
-134
| -21% | -$11.4K | 0.03% | 200 |
|
|
2019
Q3 | $50K | Hold |
628
| – | – | 0.04% | 187 |
|
|
2019
Q2 | $44K | Sell |
628
-100
| -14% | -$7.01K | 0.03% | 204 |
|
|
2019
Q1 | $49K | Hold |
728
| – | – | 0.04% | 186 |
|
|
2018
Q4 | $46K | Buy |
728
+236
| +48% | +$14.9K | 0.04% | 172 |
|
|
2018
Q3 | $36K | Sell |
492
-69
| -12% | -$5.05K | 0.03% | 199 |
|
|
2018
Q2 | $38K | Buy |
561
+168
| +43% | +$11.4K | 0.03% | 201 |
|
|
2018
Q1 | $24K | Sell |
393
-63
| -14% | -$3.85K | 0.02% | 221 |
|
|
2017
Q4 | $28K | Sell |
456
-21
| -4% | -$1.29K | 0.02% | 204 |
|
|
2017
Q3 | $26K | Buy |
+477
| New | +$26K | 0.02% | 209 |
|
|
2016
Q2 | – | Sell |
-113
| Closed | -$5K | – | 312 |
|
|
2016
Q1 | $5K | Buy |
113
+1
| +0.9% | +$44 | 0.01% | 250 |
|
|
2015
Q4 | $5K | Buy |
112
+1
| +0.9% | +$45 | 0.01% | 251 |
|
|
2015
Q3 | $4K | Buy |
111
+1
| +0.9% | +$36 | ﹤0.01% | 269 |
|
|
2015
Q2 | $4K | Buy |
110
+1
| +0.9% | +$36 | ﹤0.01% | 285 |
|
|
2015
Q1 | $4K | Hold |
109
| – | – | ﹤0.01% | 287 |
|
|
2014
Q4 | $4K | Buy |
+109
| New | +$4K | ﹤0.01% | 281 |
|