Ballentine Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Buy |
13,324
+155
| +1% | +$11.7K | 0.02% | 317 |
|
|
2025
Q1 | $988K | Buy |
13,169
+1,219
| +10% | +$91.5K | 0.02% | 296 |
|
|
2024
Q4 | $914K | Buy |
11,950
+903
| +8% | +$69K | 0.02% | 305 |
|
|
2024
Q3 | $862K | Buy |
11,047
+1,083
| +11% | +$84.5K | 0.01% | 311 |
|
|
2024
Q2 | $711K | Sell |
9,964
-91
| -0.9% | -$6.5K | 0.01% | 335 |
|
|
2024
Q1 | $816K | Buy |
10,055
+281
| +3% | +$22.8K | 0.02% | 289 |
|
|
2023
Q4 | $715K | Buy |
9,774
+3,426
| +54% | +$251K | 0.01% | 290 |
|
|
2023
Q3 | $419K | Sell |
6,348
-5,441
| -46% | -$359K | 0.01% | 355 |
|
|
2023
Q2 | $875K | Sell |
11,789
-345
| -3% | -$25.6K | 0.02% | 214 |
|
|
2023
Q1 | $937K | Sell |
12,134
-299
| -2% | -$23.1K | 0.02% | 203 |
|
|
2022
Q4 | $951K | Sell |
12,433
-73
| -0.6% | -$5.58K | 0.03% | 173 |
|
|
2022
Q3 | $884K | Buy |
12,506
+564
| +5% | +$39.9K | 0.03% | 169 |
|
|
2022
Q2 | $1.01M | Sell |
11,942
-723
| -6% | -$61.3K | 0.04% | 155 |
|
|
2022
Q1 | $1.03M | Sell |
12,665
-145
| -1% | -$11.8K | 0.03% | 168 |
|
|
2021
Q4 | $1.01M | Buy |
12,810
+1,542
| +14% | +$121K | 0.03% | 179 |
|
|
2021
Q3 | $884K | Sell |
11,268
-10
| -0.1% | -$785 | 0.03% | 167 |
|
|
2021
Q2 | $878K | Sell |
11,278
-6,151
| -35% | -$479K | 0.03% | 163 |
|
|
2021
Q1 | $1.37M | Sell |
17,429
-10,880
| -38% | -$857K | 0.05% | 122 |
|
|
2020
Q4 | $2.1M | Buy |
28,309
+81
| +0.3% | +$6.02K | 0.08% | 84 |
|
|
2020
Q3 | $1.76M | Hold |
28,228
| – | – | 0.08% | 91 |
|
|
2020
Q2 | $1.54M | Sell |
28,228
-3,640
| -11% | -$199K | 0.07% | 96 |
|
|
2020
Q1 | $1.45M | Sell |
31,868
-1,818
| -5% | -$82.9K | 0.08% | 97 |
|
|
2019
Q4 | $2.88M | Buy |
33,686
+52
| +0.2% | +$4.45K | 0.13% | 67 |
|
|
2019
Q3 | $2.67M | Buy |
33,634
+553
| +2% | +$43.9K | 0.13% | 71 |
|
|
2019
Q2 | $2.34M | Buy |
33,081
+17,809
| +117% | +$1.26M | 0.11% | 81 |
|
|
2019
Q1 | $1.02M | Buy |
15,272
+695
| +5% | +$46.4K | 0.05% | 125 |
|
|
2018
Q4 | $913K | Buy |
14,577
+9,362
| +180% | +$586K | 0.05% | 126 |
|
|
2018
Q3 | $382K | Buy |
5,215
+463
| +10% | +$33.9K | 0.02% | 226 |
|
|
2018
Q2 | $325K | Buy |
+4,752
| New | +$325K | 0.02% | 243 |
|
|
2018
Q1 | – | Sell |
-3,353
| Closed | -$203K | – | 371 |
|
|
2017
Q4 | $203K | Buy |
+3,353
| New | +$203K | 0.01% | 336 |
|