Avantax Advisory Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.21M | Buy |
42,318
+15,613
| +58% | +$1.18M | 0.02% | 596 |
|
2025
Q1 | $2M | Buy |
26,705
+438
| +2% | +$32.9K | 0.01% | 742 |
|
2024
Q4 | $2.01M | Sell |
26,267
-5,191
| -17% | -$397K | 0.01% | 707 |
|
2024
Q3 | $2.46M | Sell |
31,458
-1,242
| -4% | -$97K | 0.02% | 604 |
|
2024
Q2 | $2.33M | Sell |
32,700
-2,314
| -7% | -$165K | 0.02% | 601 |
|
2024
Q1 | $2.84M | Buy |
35,014
+14,174
| +68% | +$1.15M | 0.03% | 448 |
|
2023
Q4 | $1.52M | Buy |
20,840
+1,411
| +7% | +$103K | 0.02% | 587 |
|
2023
Q3 | $1.28M | Sell |
19,429
-3,071
| -14% | -$203K | 0.01% | 596 |
|
2023
Q2 | $1.67M | Buy |
22,500
+507
| +2% | +$37.6K | 0.02% | 512 |
|
2023
Q1 | $1.7M | Buy |
21,993
+3,743
| +21% | +$289K | 0.02% | 486 |
|
2022
Q4 | $1.4M | Sell |
18,250
-1,298
| -7% | -$99.2K | 0.02% | 521 |
|
2022
Q3 | $1.38M | Sell |
19,548
-1,549
| -7% | -$110K | 0.02% | 466 |
|
2022
Q2 | $1.79M | Buy |
21,097
+1,055
| +5% | +$89.4K | 0.03% | 401 |
|
2022
Q1 | $1.63M | Buy |
20,042
+3,162
| +19% | +$257K | 0.02% | 424 |
|
2021
Q4 | $1.33M | Buy |
16,880
+299
| +2% | +$23.5K | 0.02% | 449 |
|
2021
Q3 | $1.3M | Buy |
16,581
+472
| +3% | +$37.1K | 0.02% | 417 |
|
2021
Q2 | $1.26M | Sell |
16,109
-2,735
| -15% | -$213K | 0.02% | 430 |
|
2021
Q1 | $1.49M | Sell |
18,844
-914
| -5% | -$72K | 0.03% | 356 |
|
2020
Q4 | $1.47M | Sell |
19,758
-25,546
| -56% | -$1.9M | 0.03% | 319 |
|
2020
Q3 | $2.81M | Buy |
45,304
+28,397
| +168% | +$1.76M | 0.05% | 297 |
|
2020
Q2 | $921K | Buy |
16,907
+5,643
| +50% | +$307K | 0.03% | 360 |
|
2020
Q1 | $515K | Buy |
11,264
+83
| +0.7% | +$3.8K | 0.02% | 432 |
|
2019
Q4 | $957K | Buy |
11,181
+7,373
| +194% | +$631K | 0.02% | 343 |
|
2019
Q3 | $304K | Buy |
3,808
+448
| +13% | +$35.8K | 0.01% | 431 |
|
2019
Q2 | $238K | Buy |
3,360
+277
| +9% | +$19.6K | 0.01% | 444 |
|
2019
Q1 | $206K | Buy |
+3,083
| New | +$206K | 0.01% | 456 |
|