Atlas Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
7,993
-840
| -10% | -$63.6K | 0.07% | 214 |
|
|
2025
Q1 | $663K | Sell |
8,833
-675
| -7% | -$50.7K | 0.08% | 205 |
|
|
2024
Q4 | $727K | Buy |
9,508
+9,500
| +118,750% | +$726K | 0.09% | 181 |
|
|
2024
Q3 | $624 | Sell |
8
-9,500
| -100% | -$741K | ﹤0.01% | 870 |
|
|
2024
Q2 | $679K | Buy |
9,508
+9,500
| +118,750% | +$678K | 0.09% | 185 |
|
|
2024
Q1 | $649 | Sell |
8
-9,500
| -100% | -$771K | ﹤0.01% | 847 |
|
|
2023
Q4 | $695K | Hold |
9,508
| – | – | 0.1% | 164 |
|
|
2023
Q3 | $628K | Hold |
9,508
| – | – | 0.1% | 157 |
|
|
2023
Q2 | $705K | Hold |
9,508
| – | – | 0.11% | 149 |
|
|
2023
Q1 | $734K | Sell |
9,508
-61
| -0.6% | -$4.71K | 0.12% | 134 |
|
|
2022
Q4 | $732K | Hold |
9,569
| – | – | 0.12% | 137 |
|
|
2022
Q3 | $677K | Sell |
9,569
-100
| -1% | -$7.07K | 0.12% | 136 |
|
|
2022
Q2 | $819K | Buy |
9,669
+61
| +0.6% | +$5.17K | 0.14% | 126 |
|
|
2022
Q1 | $784K | Hold |
9,608
| – | – | 0.12% | 151 |
|
|
2021
Q4 | $755K | Hold |
9,608
| – | – | 0.11% | 154 |
|
|
2021
Q3 | $754K | Sell |
9,608
-999
| -9% | -$78.4K | 0.12% | 139 |
|
|
2021
Q2 | $825K | Buy |
10,607
+507
| +5% | +$39.4K | 0.14% | 136 |
|
|
2021
Q1 | $795K | Buy |
10,100
+100
| +1% | +$7.87K | 0.15% | 124 |
|
|
2020
Q4 | $743K | Hold |
10,000
| – | – | 0.16% | 128 |
|
|
2020
Q3 | $622K | Sell |
10,000
-2,217
| -18% | -$138K | 0.15% | 154 |
|
|
2020
Q2 | $668K | Sell |
12,217
-678
| -5% | -$37.1K | 0.16% | 139 |
|
|
2020
Q1 | $588K | Buy |
12,895
+2,895
| +29% | +$132K | 0.18% | 132 |
|
|
2019
Q4 | $855K | Sell |
10,000
-404
| -4% | -$34.6K | 0.21% | 121 |
|
|
2019
Q3 | $826K | Buy |
10,404
+146
| +1% | +$11.6K | 0.25% | 115 |
|
|
2019
Q2 | $725K | Hold |
10,258
| – | – | 0.24% | 117 |
|
|
2019
Q1 | $685K | Hold |
10,258
| – | – | 0.25% | 115 |
|
|
2018
Q4 | $643K | Sell |
10,258
-510
| -5% | -$32K | 0.26% | 104 |
|
|
2018
Q3 | $782K | Buy |
10,768
+768
| +8% | +$55.8K | 0.26% | 106 |
|
|
2018
Q2 | $711K | Hold |
10,000
| – | – | 0.25% | 113 |
|
|
2018
Q1 | $600K | Buy |
+10,000
| New | +$600K | 0.18% | 169 |
|