Baldwin Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Sell |
3,475
-405
| -10% | -$30.7K | 0.03% | 187 |
|
|
2025
Q1 | $291K | Sell |
3,880
-1,000
| -20% | -$75K | 0.04% | 179 |
|
|
2024
Q4 | $373K | Sell |
4,880
-735
| -13% | -$56.2K | 0.05% | 166 |
|
|
2024
Q3 | $438K | Sell |
5,615
-400
| -7% | -$31.2K | 0.05% | 162 |
|
|
2024
Q2 | $429K | Sell |
6,015
-75
| -1% | -$5.35K | 0.06% | 158 |
|
|
2024
Q1 | $494K | Buy |
6,090
+280
| +5% | +$22.7K | 0.07% | 154 |
|
|
2023
Q4 | $425K | Hold |
5,810
| – | – | 0.07% | 147 |
|
|
2023
Q3 | $384K | Sell |
5,810
-1,800
| -24% | -$119K | 0.06% | 146 |
|
|
2023
Q2 | $565K | Hold |
7,610
| – | – | 0.09% | 130 |
|
|
2023
Q1 | $588K | Sell |
7,610
-65
| -0.8% | -$5.02K | 0.1% | 126 |
|
|
2022
Q4 | $587K | Hold |
7,675
| – | – | 0.11% | 126 |
|
|
2022
Q3 | $543 | Hold |
7,675
| – | – | 0.11% | 123 |
|
|
2022
Q2 | $650 | Sell |
7,675
-250
| -3% | -$21 | 0.12% | 120 |
|
|
2022
Q1 | $647 | Buy |
7,925
+1,000
| +14% | +$82 | 0.1% | 136 |
|
|
2021
Q4 | $544 | Sell |
6,925
-50
| -0.7% | -$4 | 0.09% | 152 |
|
|
2021
Q3 | $548K | Sell |
6,975
-225
| -3% | -$17.7K | 0.1% | 146 |
|
|
2021
Q2 | $560K | Sell |
7,200
-100
| -1% | -$7.78K | 0.1% | 149 |
|
|
2021
Q1 | $575K | Sell |
7,300
-400
| -5% | -$31.5K | 0.11% | 139 |
|
|
2020
Q4 | $572K | Buy |
7,700
+2,350
| +44% | +$175K | 0.11% | 133 |
|
|
2020
Q3 | $333K | Buy |
+5,350
| New | +$333K | 0.08% | 152 |
|