Applied Capital LLC’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,698
| Closed | -$202K | – | 87 |
|
2025
Q1 | $202K | Hold |
2,698
| – | – | 0.16% | 83 |
|
2024
Q4 | $206K | Sell |
2,698
-50
| -2% | -$3.82K | 0.16% | 85 |
|
2024
Q3 | $215K | Buy |
+2,748
| New | +$215K | 0.17% | 80 |
|
2024
Q2 | – | Sell |
-2,748
| Closed | -$223K | – | 86 |
|
2024
Q1 | $223K | Sell |
2,748
-50
| -2% | -$4.06K | 0.18% | 81 |
|
2023
Q4 | $205K | Sell |
2,798
-1,000
| -26% | -$73.1K | 0.19% | 76 |
|
2023
Q3 | $251K | Hold |
3,798
| – | – | 0.25% | 72 |
|
2023
Q2 | $282K | Hold |
3,798
| – | – | 0.27% | 72 |
|
2023
Q1 | $293K | Sell |
3,798
-130
| -3% | -$10K | 0.29% | 72 |
|
2022
Q4 | $300K | Buy |
+3,928
| New | +$300K | 0.3% | 71 |
|