Atticus Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-470
| Closed | -$35.6K | – | 583 |
|
|
2025
Q2 | $35.6K | Sell |
470
-20
| -4% | -$1.45K | 0.01% | 353 |
|
|
2025
Q1 | $36.8K | Hold |
490
| – | – | 0.01% | 258 |
|
|
2024
Q4 | $37.5K | Hold |
490
| – | – | 0.01% | 272 |
|
|
2024
Q3 | $38.3K | Sell |
490
-510
| -51% | -$38.3K | 0.01% | 265 |
|
|
2024
Q2 | $71.4K | Hold |
1,000
| – | – | 0.02% | 198 |
|
|
2024
Q1 | $81.2K | Buy |
1,000
+150
| +18% | +$11.8K | 0.03% | 191 |
|
|
2023
Q4 | $62.2K | Hold |
850
| – | – | 0.02% | 223 |
|
|
2023
Q3 | $56.1K | Hold |
850
| – | – | 0.02% | 232 |
|
|
2023
Q2 | $63.1K | Buy |
850
+350
| +70% | +$25.9K | 0.02% | 235 |
|
|
2023
Q1 | $38.6K | Sell |
500
-2,000
| -80% | -$153K | 0.01% | 273 |
|
|
2022
Q4 | $191K | Hold |
2,500
| – | – | 0.08% | 127 |
|
|
2022
Q3 | $212K | Hold |
2,500
| – | – | 0.1% | 113 |
|
|
2022
Q2 | $212K | Buy |
2,500
+300
| +14% | +$25.1K | 0.09% | 129 |
|
|
2022
Q1 | $180K | Buy |
2,200
+1,700
| +340% | +$137K | 0.07% | 149 |
|
|
2021
Q4 | $39K | Buy |
+500
| New | +$38.5K | 0.02% | 252 |
|
|
2021
Q3 | – | Sell |
-99
| Closed | -$8K | – | 450 |
|
|
2021
Q2 | $8K | Buy |
99
+1
| +1% | +$81 | ﹤0.01% | 323 |
|
|
2021
Q1 | $8K | Sell |
98
-40
| -29% | -$3.1K | ﹤0.01% | 304 |
|
|
2020
Q4 | $10K | Buy |
138
+1
| +0.7% | +$69 | 0.01% | 291 |
|
|
2020
Q3 | $9K | Sell |
137
-199
| -59% | -$11.6K | 0.01% | 261 |
|
|
2020
Q2 | $18K | Buy |
336
+123
| +58% | +$6.47K | 0.01% | 217 |
|
|
2020
Q1 | $10K | Buy |
213
+1
| +0.5% | +$69 | 0.01% | 231 |
|
|
2019
Q4 | $18K | Buy |
+212
| New | +$17.2K | 0.01% | 225 |
|
Other funds holding SYY
