Altavista Wealth Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
$657K Hold
8,363
0.13% 113
2021
Q3
$656K Sell
8,363
-440
-5% -$34.5K 0.15% 104
2021
Q2
$684K Hold
8,803
0.15% 103
2021
Q1
$693K Hold
8,803
0.17% 96
2020
Q4
$654K Hold
8,803
0.17% 96
2020
Q3
$548K Sell
8,803
-975
-10% -$60.7K 0.15% 92
2020
Q2
$534K Sell
9,778
-133
-1% -$7.26K 0.15% 93
2020
Q1
$452K Sell
9,911
-1,606
-14% -$73.2K 0.15% 99
2019
Q4
$985K Hold
11,517
0.29% 68
2019
Q3
$914K Sell
11,517
-900
-7% -$71.4K 0.28% 69
2019
Q2
$878K Sell
12,417
-100
-0.8% -$7.07K 0.28% 72
2019
Q1
$836K Hold
12,517
0.3% 75
2018
Q4
$784K Sell
12,517
-610
-5% -$38.2K 0.32% 75
2018
Q3
$962K Sell
13,127
-450
-3% -$33K 0.36% 71
2018
Q2
$927K Sell
13,577
-344
-2% -$23.5K 0.37% 70
2018
Q1
$835K Sell
13,921
-367
-3% -$22K 0.35% 74
2017
Q4
$868K Buy
14,288
+887
+7% +$53.9K 0.37% 70
2017
Q3
$723K Sell
13,401
-300
-2% -$16.2K 0.34% 67
2017
Q2
$690K Sell
13,701
-1,166
-8% -$58.7K 0.34% 68
2017
Q1
$772K Sell
14,867
-200
-1% -$10.4K 0.39% 62
2016
Q4
$834K Buy
15,067
+1
+0% +$55 0.45% 53
2016
Q3
$738K Sell
15,066
-600
-4% -$29.4K 0.4% 60
2016
Q2
$795K Sell
15,666
-299
-2% -$15.2K 0.44% 56
2016
Q1
$746K Sell
15,965
-1,278
-7% -$59.7K 0.42% 56
2015
Q4
$707K Sell
17,243
-100
-0.6% -$4.1K 0.42% 57
2015
Q3
$676K Buy
17,343
+600
+4% +$23.4K 0.44% 57
2015
Q2
$604K Sell
16,743
-1,447
-8% -$52.2K 0.37% 62
2015
Q1
$686K Sell
18,190
-200
-1% -$7.54K 0.42% 56
2014
Q4
$733K Sell
18,390
-2,226
-11% -$88.7K 0.45% 53
2014
Q3
$782K Sell
20,616
-1,975
-9% -$74.9K 0.5% 50
2014
Q2
$846K Sell
22,591
-4,720
-17% -$177K 0.53% 51
2014
Q1
$987K Sell
27,311
-4,290
-14% -$155K 0.6% 51
2013
Q4
$1.17M Sell
31,601
-28,552
-47% -$1.06M 0.71% 46
2013
Q3
$1.92M Sell
60,153
-12,045
-17% -$383K 1.25% 31
2013
Q2
$2.47M Buy
+72,198
New +$2.47M 1.66% 23