Avior Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-912
| Closed | -$69.7K | – | 2149 |
|
|
2024
Q4 | $69.7K | Sell |
912
-476
| -34% | -$36.4K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $108K | Buy |
1,388
+63
| +5% | +$4.92K | ﹤0.01% | 865 |
|
|
2024
Q2 | $94.6K | Sell |
1,325
-149
| -10% | -$10.6K | ﹤0.01% | 879 |
|
|
2024
Q1 | $120K | Buy |
1,474
+690
| +88% | +$56K | 0.01% | 887 |
|
|
2023
Q4 | $57.3K | Sell |
784
-1,777
| -69% | -$130K | ﹤0.01% | 704 |
|
|
2023
Q3 | $169K | Sell |
2,561
-6
| -0.2% | -$396 | 0.01% | 556 |
|
|
2023
Q2 | $191K | Buy |
2,567
+973
| +61% | +$72.2K | 0.01% | 533 |
|
|
2023
Q1 | $123K | Buy |
1,594
+677
| +74% | +$52.3K | 0.01% | 602 |
|
|
2022
Q4 | $70.2K | Buy |
917
+485
| +112% | +$37.1K | 0.01% | 574 |
|
|
2022
Q3 | $30K | Buy |
432
+1
| +0.2% | +$69 | ﹤0.01% | 683 |
|
|
2022
Q2 | $36K | Buy |
431
+1
| +0.2% | +$84 | ﹤0.01% | 619 |
|
|
2022
Q1 | $35K | Hold |
430
| – | – | ﹤0.01% | 640 |
|
|
2021
Q4 | $33K | Buy |
430
+228
| +113% | +$17.5K | ﹤0.01% | 630 |
|
|
2021
Q3 | $15K | Sell |
202
-97
| -32% | -$7.2K | ﹤0.01% | 718 |
|
|
2021
Q2 | $23K | Buy |
299
+99
| +50% | +$7.62K | ﹤0.01% | 636 |
|
|
2021
Q1 | $15K | Sell |
200
-100
| -33% | -$7.5K | ﹤0.01% | 698 |
|
|
2020
Q4 | $22K | Hold |
300
| – | – | ﹤0.01% | 605 |
|
|
2020
Q3 | $18K | Hold |
300
| – | – | ﹤0.01% | 614 |
|
|
2020
Q2 | $16K | Hold |
300
| – | – | ﹤0.01% | 610 |
|
|
2020
Q1 | $13K | Buy |
300
+100
| +50% | +$4.33K | ﹤0.01% | 553 |
|
|
2019
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 542 |
|
|
2019
Q3 | $15K | Buy |
200
+11
| +6% | +$825 | ﹤0.01% | 552 |
|
|
2019
Q2 | $13K | Hold |
189
| – | – | ﹤0.01% | 571 |
|
|
2019
Q1 | $12K | Hold |
189
| – | – | ﹤0.01% | 520 |
|
|
2018
Q4 | $11K | Buy |
189
+89
| +89% | +$5.18K | ﹤0.01% | 566 |
|
|
2018
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 610 |
|
|
2018
Q2 | $7K | Buy |
100
+94
| +1,567% | +$6.58K | ﹤0.01% | 621 |
|
|
2018
Q1 | $0 | Hold |
6
| – | – | ﹤0.01% | 828 |
|
|
2017
Q4 | $0 | Buy |
+6
| New | – | ﹤0.01% | 805 |
|