Bard Financial Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $6.14M | Hold |
81,035
| – | – | 0.73% | 41 |
|
2025
Q1 | $6.08M | Sell |
81,035
-500
| -0.6% | -$37.5K | 0.74% | 41 |
|
2024
Q4 | $6.23M | Hold |
81,535
| – | – | 0.75% | 40 |
|
2024
Q3 | $6.36M | Sell |
81,535
-9,425
| -10% | -$736K | 0.75% | 40 |
|
2024
Q2 | $6.49M | Buy |
90,960
+375
| +0.4% | +$26.8K | 0.67% | 41 |
|
2024
Q1 | $7.35M | Sell |
90,585
-2,265
| -2% | -$184K | 0.78% | 35 |
|
2023
Q4 | $6.79M | Buy |
92,850
+2,640
| +3% | +$193K | 0.76% | 39 |
|
2023
Q3 | $5.96M | Buy |
90,210
+825
| +0.9% | +$54.5K | 0.74% | 40 |
|
2023
Q2 | $6.63M | Sell |
89,385
-500
| -0.6% | -$37.1K | 0.5% | 59 |
|
2023
Q1 | $6.94M | Sell |
89,885
-250
| -0.3% | -$19.3K | 0.56% | 51 |
|
2022
Q4 | $6.89M | Hold |
90,135
| – | – | 0.59% | 48 |
|
2022
Q3 | $6.37M | Sell |
90,135
-250
| -0.3% | -$17.7K | 0.6% | 41 |
|
2022
Q2 | $7.66M | Hold |
90,385
| – | – | 0.7% | 36 |
|
2022
Q1 | $7.38M | Sell |
90,385
-750
| -0.8% | -$61.2K | 0.6% | 48 |
|
2021
Q4 | $7.16M | Sell |
91,135
-250
| -0.3% | -$19.6K | 0.58% | 49 |
|
2021
Q3 | $7.17M | Sell |
91,385
-750
| -0.8% | -$58.9K | 0.64% | 49 |
|
2021
Q2 | $7.16M | Sell |
92,135
-150
| -0.2% | -$11.7K | 0.64% | 46 |
|
2021
Q1 | $7.27M | Sell |
92,285
-6,750
| -7% | -$532K | 0.7% | 39 |
|
2020
Q4 | $7.35M | Buy |
+99,035
| New | +$7.35M | 0.74% | 37 |
|