Appleton Partners’s Sysco SYY Stock Holding History

Appleton Partners’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.23M	Sell	29,476 -1,532	-5%	-$116K	0.16%	107
2025 Q1	$2.33M	Buy	31,008 +6,664	+27%	+$500K	0.18%	99
2024 Q4	$1.86M	Sell	24,344 -317	-1%	-$24.2K	0.14%	112
2024 Q3	$1.93M	Sell	24,661 -1,127	-4%	-$88K	0.14%	107
2024 Q2	$1.84M	Sell	25,788 -327	-1%	-$23.3K	0.14%	107
2024 Q1	$2.12M	Sell	26,115 -1,018	-4%	-$82.6K	0.16%	107
2023 Q4	$1.98M	Buy	27,133 +215	+0.8%	+$15.7K	0.16%	110
2023 Q3	$1.78M	Buy	26,918 +56	+0.2%	+$3.7K	0.16%	110
2023 Q2	$1.99M	Buy	26,862 +2,674	+11%	+$198K	0.17%	106
2023 Q1	$1.87M	Buy	24,188 +3,820	+19%	+$295K	0.17%	116
2022 Q4	$1.56M	Sell	20,368 -450	-2%	-$34.4K	0.15%	126
2022 Q3	$1.47M	Buy	20,818 +632	+3%	+$44.7K	0.15%	124
2022 Q2	$1.71M	Sell	20,186 -1,790	-8%	-$152K	0.16%	117
2022 Q1	$1.79M	Sell	21,976 -305	-1%	-$24.9K	0.15%	127
2021 Q4	$1.75M	Sell	22,281 -1,005	-4%	-$78.9K	0.13%	130
2021 Q3	$1.83M	Buy	23,286 +220	+1%	+$17.3K	0.15%	123
2021 Q2	$1.79M	Sell	23,066 -270	-1%	-$21K	0.15%	126
2021 Q1	$1.84M	Sell	23,336 -638	-3%	-$50.2K	0.17%	122
2020 Q4	$1.78M	Sell	23,974 -930	-4%	-$69.1K	0.18%	115
2020 Q3	$1.55M	Sell	24,904 -1,745	-7%	-$109K	0.17%	114
2020 Q2	$1.46M	Sell	26,649 -538	-2%	-$29.4K	0.17%	114
2020 Q1	$1.24M	Sell	27,187 -1,460	-5%	-$66.6K	0.17%	116
2019 Q4	$2.45M	Buy	28,647 +215	+0.8%	+$18.4K	0.27%	92
2019 Q3	$2.26M	Buy	28,432 +752	+3%	+$59.7K	0.27%	91
2019 Q2	$1.96M	Buy	27,680 +2,458	+10%	+$174K	0.24%	102
2019 Q1	$1.68M	Buy	25,222 +4,495	+22%	+$300K	0.22%	113
2018 Q4	$1.3M	Buy	20,727 +1,995	+11%	+$125K	0.19%	120
2018 Q3	$1.37M	Buy	18,732 +1,937	+12%	+$142K	0.18%	119
2018 Q2	$1.15M	Buy	16,795 +2,650	+19%	+$181K	0.16%	130
2018 Q1	$848K	Buy	14,145 +2,012	+17%	+$121K	0.13%	153
2017 Q4	$737K	Buy	12,133 +6,383	+111%	+$388K	0.11%	154
2017 Q3	$310K	Buy	+5,750	New	+$310K	0.05%	196