Baldwin Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-460
| Closed | -$35.9K | – | 917 |
|
|
2024
Q3 | $35.9K | Sell |
460
-22
| -5% | -$1.72K | ﹤0.01% | 603 |
|
|
2024
Q2 | $34.4K | Buy |
482
+22
| +5% | +$1.57K | ﹤0.01% | 400 |
|
|
2024
Q1 | $37.3K | Sell |
460
-430
| -48% | -$34.9K | ﹤0.01% | 405 |
|
|
2023
Q4 | $65.1K | Sell |
890
-337
| -27% | -$24.6K | 0.01% | 339 |
|
|
2023
Q3 | $81K | Sell |
1,227
-128
| -9% | -$8.45K | 0.01% | 321 |
|
|
2023
Q2 | $101K | Sell |
1,355
-222
| -14% | -$16.5K | 0.01% | 321 |
|
|
2023
Q1 | $122K | Hold |
1,577
| – | – | 0.01% | 298 |
|
|
2022
Q4 | $121K | Buy |
1,577
+1,260
| +397% | +$96.3K | 0.01% | 289 |
|
|
2022
Q3 | $22K | Hold |
317
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $27K | Hold |
317
| – | – | ﹤0.01% | 444 |
|
|
2022
Q1 | $26K | Hold |
317
| – | – | ﹤0.01% | 450 |
|
|
2021
Q4 | $25K | Hold |
317
| – | – | ﹤0.01% | 428 |
|
|
2021
Q3 | $25K | Hold |
317
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $25K | Sell |
317
-400
| -56% | -$31.5K | ﹤0.01% | 447 |
|
|
2021
Q1 | $56K | Buy |
717
+317
| +79% | +$24.8K | 0.01% | 330 |
|
|
2020
Q4 | $30K | Hold |
400
| – | – | ﹤0.01% | 369 |
|
|
2020
Q3 | $25K | Sell |
400
-150
| -27% | -$9.38K | ﹤0.01% | 365 |
|
|
2020
Q2 | $30K | Hold |
550
| – | – | ﹤0.01% | 352 |
|
|
2020
Q1 | $25K | Hold |
550
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $47K | Sell |
550
-100
| -15% | -$8.55K | 0.01% | 325 |
|
|
2019
Q3 | $52K | Hold |
650
| – | – | 0.01% | 298 |
|
|
2019
Q2 | $46K | Sell |
650
-154
| -19% | -$10.9K | 0.01% | 318 |
|
|
2019
Q1 | $54K | Buy |
804
+577
| +254% | +$38.8K | 0.01% | 294 |
|
|
2018
Q4 | $14K | Hold |
227
| – | – | ﹤0.01% | 412 |
|
|
2018
Q3 | $17K | Buy |
+227
| New | +$17K | ﹤0.01% | 421 |
|
|
2016
Q3 | – | Sell |
-275
| Closed | -$14K | – | 560 |
|
|
2016
Q2 | $14K | Sell |
275
-14,285
| -98% | -$727K | ﹤0.01% | 369 |
|
|
2016
Q1 | $680K | Buy |
+14,560
| New | +$680K | 0.12% | 125 |
|