Avalon Investment & Advisory’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,663
| Closed | -$480K | – | 319 |
|
|
2022
Q2 | $480K | Buy |
+5,663
| New | +$480K | 0.01% | 239 |
|
|
2015
Q3 | – | Sell |
-63,409
| Closed | -$2.29M | – | 268 |
|
|
2015
Q2 | $2.29M | Sell |
63,409
-346
| -0.5% | -$12.5K | 0.1% | 116 |
|
|
2015
Q1 | $2.41M | Buy |
63,755
+194
| +0.3% | +$7.32K | 0.11% | 115 |
|
|
2014
Q4 | $2.52M | Buy |
63,561
+13,575
| +27% | +$539K | 0.12% | 112 |
|
|
2014
Q3 | $1.9M | Sell |
49,986
-2,983
| -6% | -$113K | 0.1% | 126 |
|
|
2014
Q2 | $1.98M | Buy |
52,969
+4
| +0% | +$150 | 0.1% | 126 |
|
|
2014
Q1 | $1.91M | Sell |
52,965
-2,605
| -5% | -$94.1K | 0.11% | 123 |
|
|
2013
Q4 | $2.01M | Sell |
55,570
-2,256
| -4% | -$81.4K | 0.11% | 123 |
|
|
2013
Q3 | $1.84M | Buy |
57,826
+361
| +0.6% | +$11.5K | 0.12% | 123 |
|
|
2013
Q2 | $1.96M | Buy |
+57,465
| New | +$1.96M | 0.12% | 133 |
|