BAAM
Baker Avenue Asset Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $549K | Sell |
7,250
-90,174
| -93% | -$6.83M | 0.02% | 290 |
|
|
2025
Q1 | $7.31M | Buy |
97,424
+2,867
| +3% | +$215K | 0.23% | 91 |
|
|
2024
Q4 | $7.23M | Buy |
94,557
+3,179
| +3% | +$243K | 0.22% | 92 |
|
|
2024
Q3 | $7.13M | Buy |
91,378
+2,471
| +3% | +$193K | 0.23% | 89 |
|
|
2024
Q2 | $6.35M | Sell |
88,907
-226
| -0.3% | -$16.1K | 0.22% | 91 |
|
|
2024
Q1 | $7.24M | Buy |
89,133
+5,172
| +6% | +$420K | 0.28% | 75 |
|
|
2023
Q4 | $6.14M | Buy |
83,961
+3,769
| +5% | +$276K | 0.27% | 86 |
|
|
2023
Q3 | $5.3M | Buy |
80,192
+2,024
| +3% | +$134K | 0.27% | 81 |
|
|
2023
Q2 | $5.8M | Sell |
78,168
-1,497
| -2% | -$111K | 0.29% | 73 |
|
|
2023
Q1 | $6.15M | Sell |
79,665
-1,022
| -1% | -$78.9K | 0.33% | 70 |
|
|
2022
Q4 | $6.17M | Buy |
80,687
+2,854
| +4% | +$218K | 0.37% | 66 |
|
|
2022
Q3 | $5.5M | Sell |
77,833
-16,369
| -17% | -$1.16M | 0.35% | 71 |
|
|
2022
Q2 | $7.98M | Sell |
94,202
-2,034
| -2% | -$172K | 0.53% | 53 |
|
|
2022
Q1 | $7.86M | Buy |
96,236
+950
| +1% | +$77.6K | 0.4% | 62 |
|
|
2021
Q4 | $7.49M | Buy |
95,286
+6,081
| +7% | +$478K | 0.37% | 69 |
|
|
2021
Q3 | $7M | Buy |
89,205
+1,909
| +2% | +$150K | 0.4% | 65 |
|
|
2021
Q2 | $6.79M | Buy |
87,296
+2,871
| +3% | +$223K | 0.39% | 64 |
|
|
2021
Q1 | $6.65M | Sell |
84,425
-2,060
| -2% | -$162K | 0.41% | 59 |
|
|
2020
Q4 | $6.42M | Buy |
86,485
+17,705
| +26% | +$1.31M | 0.44% | 57 |
|
|
2020
Q3 | $4.28M | Buy |
68,780
+57,210
| +494% | +$3.56M | 0.33% | 65 |
|
|
2020
Q2 | $632K | Buy |
11,570
+4
| +0% | +$218 | 0.05% | 150 |
|
|
2020
Q1 | $527K | Buy |
11,566
+50
| +0.4% | +$2.28K | 0.06% | 123 |
|
|
2019
Q4 | $985K | Hold |
11,516
| – | – | 0.07% | 155 |
|
|
2019
Q3 | $914K | Hold |
11,516
| – | – | 0.07% | 141 |
|
|
2019
Q2 | $814K | Hold |
11,516
| – | – | 0.07% | 151 |
|
|
2019
Q1 | $768K | Sell |
11,516
-26
| -0.2% | -$1.73K | 0.06% | 151 |
|
|
2018
Q4 | $723K | Sell |
11,542
-6
| -0.1% | -$376 | 0.07% | 164 |
|
|
2018
Q3 | $846K | Buy |
+11,548
| New | +$846K | 0.07% | 171 |
|
|
2015
Q3 | – | Sell |
-91,600
| Closed | -$3.31M | – | 233 |
|
|
2015
Q2 | $3.31M | Buy |
91,600
+71,600
| +358% | +$2.58M | 0.44% | 74 |
|
|
2015
Q1 | $755K | Buy |
+20,000
| New | +$755K | 0.1% | 125 |
|