Arbor Trust Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,875
| Closed | -$300K | – | 104 |
|
|
2024
Q1 | $300K | Sell |
3,875
-1,075
| -22% | -$83.3K | 0.16% | 83 |
|
|
2023
Q4 | $362K | Hold |
4,950
| – | – | 0.22% | 73 |
|
|
2023
Q3 | $327K | Sell |
4,950
-2,400
| -33% | -$159K | 0.22% | 70 |
|
|
2023
Q2 | $545K | Buy |
7,350
+386
| +6% | +$28.6K | 0.35% | 60 |
|
|
2023
Q1 | $538K | Hold |
6,964
| – | – | 0.35% | 58 |
|
|
2022
Q4 | $532K | Hold |
6,964
| – | – | 0.37% | 54 |
|
|
2022
Q3 | $491K | Hold |
6,964
| – | – | 0.37% | 55 |
|
|
2022
Q2 | $593K | Buy |
6,964
+14
| +0.2% | +$1.19K | 0.41% | 53 |
|
|
2022
Q1 | $571K | Sell |
6,950
-50
| -0.7% | -$4.11K | 0.34% | 59 |
|
|
2021
Q4 | $550K | Buy |
7,000
+300
| +4% | +$23.6K | 0.32% | 60 |
|
|
2021
Q3 | $529K | Buy |
6,700
+100
| +2% | +$7.9K | 0.33% | 58 |
|
|
2021
Q2 | $513K | Buy |
6,600
+2,650
| +67% | +$206K | 0.32% | 60 |
|
|
2021
Q1 | $315K | Hold |
3,950
| – | – | 0.21% | 73 |
|
|
2020
Q4 | $293K | Sell |
3,950
-150
| -4% | -$11.1K | 0.21% | 70 |
|
|
2020
Q3 | $255K | Sell |
4,100
-145
| -3% | -$9.02K | 0.22% | 69 |
|
|
2020
Q2 | $232K | Sell |
4,245
-300
| -7% | -$16.4K | 0.21% | 77 |
|
|
2020
Q1 | $207K | Sell |
4,545
-25
| -0.5% | -$1.14K | 0.22% | 79 |
|
|
2019
Q4 | $391K | Buy |
+4,570
| New | +$391K | 0.33% | 63 |
|