BHWM
Bar Harbor Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.48M | Sell |
125,106
-700
| -0.6% | -$53K | 0.61% | 50 |
|
|
2025
Q1 | $9.44M | Buy |
125,806
+246
| +0.2% | +$18.5K | 0.63% | 48 |
|
|
2024
Q4 | $9.6M | Sell |
125,560
-1,250
| -1% | -$95.6K | 0.63% | 46 |
|
|
2024
Q3 | $9.9M | Sell |
126,810
-11
| -0% | -$859 | 0.63% | 48 |
|
|
2024
Q2 | $9.05M | Sell |
126,821
-559
| -0.4% | -$39.9K | 0.6% | 50 |
|
|
2024
Q1 | $10.3M | Sell |
127,380
-815
| -0.6% | -$66.2K | 0.69% | 44 |
|
|
2023
Q4 | $9.37M | Buy |
128,195
+1,160
| +0.9% | +$84.8K | 0.7% | 43 |
|
|
2023
Q3 | $8.39M | Sell |
127,035
-178
| -0.1% | -$11.8K | 0.67% | 43 |
|
|
2023
Q2 | $9.44M | Sell |
127,213
-1,334
| -1% | -$99K | 0.72% | 42 |
|
|
2023
Q1 | $9.93M | Sell |
128,547
-500
| -0.4% | -$38.6K | 0.79% | 39 |
|
|
2022
Q4 | $9.87M | Sell |
129,047
-68
| -0.1% | -$5.2K | 0.79% | 38 |
|
|
2022
Q3 | $9.13M | Sell |
129,115
-66
| -0.1% | -$4.67K | 0.79% | 42 |
|
|
2022
Q2 | $10.9M | Buy |
129,181
+3,413
| +3% | +$289K | 0.88% | 34 |
|
|
2022
Q1 | $10.3M | Hold |
125,768
| – | – | 0.92% | 33 |
|
|
2021
Q4 | $9.88M | Sell |
125,768
-1,810
| -1% | -$142K | 0.84% | 36 |
|
|
2021
Q3 | $10M | Sell |
127,578
-20
| -0% | -$1.57K | 0.94% | 30 |
|
|
2021
Q2 | $9.92M | Hold |
127,598
| – | – | 0.92% | 33 |
|
|
2021
Q1 | $10M | Sell |
127,598
-5,504
| -4% | -$433K | 0.98% | 31 |
|
|
2020
Q4 | $9.88M | Sell |
133,102
-396
| -0.3% | -$29.4K | 0.99% | 28 |
|
|
2020
Q3 | $8.31M | Sell |
133,498
-1,513
| -1% | -$94.1K | 0.92% | 31 |
|
|
2020
Q2 | $7.38M | Sell |
135,011
-14,315
| -10% | -$782K | 0.85% | 41 |
|
|
2020
Q1 | $6.81M | Sell |
149,326
-10,685
| -7% | -$488K | 0.92% | 37 |
|
|
2019
Q4 | $13.7M | Sell |
160,011
-2,012
| -1% | -$172K | 1.5% | 14 |
|
|
2019
Q3 | $12.9M | Sell |
162,023
-301
| -0.2% | -$23.9K | 1.49% | 17 |
|
|
2019
Q2 | $11.5M | Buy |
162,324
+274
| +0.2% | +$19.4K | 1.34% | 20 |
|
|
2019
Q1 | $10.8M | Sell |
162,050
-4,657
| -3% | -$311K | 1.3% | 23 |
|
|
2018
Q4 | $10.4M | Sell |
166,707
-3,528
| -2% | -$221K | 1.39% | 23 |
|
|
2018
Q3 | $12.5M | Sell |
170,235
-72
| -0% | -$5.27K | 1.42% | 18 |
|
|
2018
Q2 | $11.6M | Buy |
170,307
+4,005
| +2% | +$273K | 1.4% | 21 |
|
|
2018
Q1 | $9.97M | Buy |
166,302
+6,291
| +4% | +$377K | 1.22% | 24 |
|
|
2017
Q4 | $9.72M | Sell |
160,011
-395
| -0.2% | -$24K | 1.13% | 24 |
|
|
2017
Q3 | $8.65M | Sell |
160,406
-6,559
| -4% | -$354K | 1.05% | 27 |
|
|
2017
Q2 | $8.4M | Sell |
166,965
-5,008
| -3% | -$252K | 1.01% | 28 |
|
|
2017
Q1 | $8.93M | Sell |
171,973
-7,225
| -4% | -$375K | 1.04% | 28 |
|
|
2016
Q4 | $9.92M | Buy |
179,198
+1,375
| +0.8% | +$76.1K | 1.1% | 25 |
|
|
2016
Q3 | $8.72M | Sell |
177,823
-2,623
| -1% | -$129K | 0.99% | 29 |
|
|
2016
Q2 | $9.16M | Sell |
180,446
-825
| -0.5% | -$41.9K | 1.06% | 27 |
|
|
2016
Q1 | $8.47M | Sell |
181,271
-1,899
| -1% | -$88.7K | 1.03% | 28 |
|
|
2015
Q4 | $7.51M | Sell |
183,170
-387
| -0.2% | -$15.9K | 0.94% | 31 |
|
|
2015
Q3 | $7.15M | Buy |
183,557
+195
| +0.1% | +$7.6K | 0.95% | 31 |
|
|
2015
Q2 | $6.62M | Buy |
183,362
+475
| +0.3% | +$17.1K | 0.8% | 32 |
|
|
2015
Q1 | $6.9M | Buy |
182,887
+1,786
| +1% | +$67.4K | 0.84% | 33 |
|
|
2014
Q4 | $7.19M | Sell |
181,101
-145
| -0.1% | -$5.76K | 0.9% | 30 |
|
|
2014
Q3 | $6.88M | Buy |
181,246
+750
| +0.4% | +$28.5K | 0.88% | 31 |
|
|
2014
Q2 | $6.76M | Buy |
180,496
+1,291
| +0.7% | +$48.4K | 0.85% | 33 |
|
|
2014
Q1 | $6.48M | Buy |
179,205
+103
| +0.1% | +$3.72K | 0.83% | 33 |
|
|
2013
Q4 | $6.47M | Sell |
179,102
-650
| -0.4% | -$23.5K | 0.84% | 34 |
|
|
2013
Q3 | $5.72M | Sell |
179,752
-2,670
| -1% | -$85K | 0.8% | 35 |
|
|
2013
Q2 | $6.23M | Buy |
+182,422
| New | +$6.23M | 0.9% | 29 |
|