Bartlett & Co Wealth Management’s Sysco SYY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$5.86M	Sell	77,334 -2,610	-3%	-$198K	0.08%	128
2025 Q1	$6M	Sell	79,944 -1,679	-2%	-$126K	0.09%	127
2024 Q4	$6.24M	Sell	81,623 -7,512	-8%	-$574K	0.09%	124
2024 Q3	$6.96M	Sell	89,135 -1,554	-2%	-$121K	0.1%	120
2024 Q2	$6.47M	Sell	90,689 -2,150	-2%	-$153K	0.1%	120
2024 Q1	$7.54M	Sell	92,839 -12,965	-12%	-$1.05M	0.12%	110
2023 Q4	$7.73M	Sell	105,804 -1,239	-1%	-$90.5K	0.13%	112
2023 Q3	$7.07M	Sell	107,043 -1,080	-1%	-$71.3K	0.13%	112
2023 Q2	$8.02M	Buy	108,123 +3,137	+3%	+$233K	0.14%	108
2023 Q1	$8.11M	Sell	104,986 -3,000	-3%	-$232K	0.16%	103
2022 Q4	$8.26M	Sell	107,986 -3,585	-3%	-$274K	0.17%	103
2022 Q3	$7.89M	Sell	111,571 -477	-0.4%	-$33.7K	0.17%	104
2022 Q2	$9.55M	Sell	112,048 -9,319	-8%	-$794K	0.19%	94
2022 Q1	$9.97M	Buy	121,367 +2,717	+2%	+$223K	0.17%	100
2021 Q4	$9.32M	Sell	118,650 -1,935	-2%	-$152K	0.16%	105
2021 Q3	$9.52M	Buy	120,585 +430	+0.4%	+$34K	0.18%	95
2021 Q2	$9.34M	Sell	120,155 -4,500	-4%	-$350K	0.18%	99
2021 Q1	$9.87M	Sell	124,655 -82,221	-40%	-$6.51M	0.2%	92
2020 Q4	$15.4M	Sell	206,876 -4,557	-2%	-$338K	0.33%	72
2020 Q3	$13.2M	Sell	211,433 -19,158	-8%	-$1.19M	0.31%	71
2020 Q2	$12.6M	Sell	230,591 -4,005	-2%	-$219K	0.33%	71
2020 Q1	$10.7M	Sell	234,596 -3,783	-2%	-$173K	0.33%	74
2019 Q4	$20.4M	Sell	238,379 -4,318	-2%	-$369K	0.5%	59
2019 Q3	$19.3M	Buy	242,697 +171,135	+239%	+$13.6M	0.51%	58
2019 Q2	$5.06M	Sell	71,562 -395	-0.5%	-$27.9K	0.19%	88
2019 Q1	$4.8M	Sell	71,957 -750	-1%	-$50.1K	0.18%	88
2018 Q4	$4.56M	Sell	72,707 -150	-0.2%	-$9.4K	0.19%	90
2018 Q3	$5.34M	Sell	72,857 -1,450	-2%	-$106K	0.2%	85
2018 Q2	$5.07M	Sell	74,307 -1,300	-2%	-$88.8K	0.21%	82
2018 Q1	$4.53M	Buy	+75,607	New	+$4.53M	0.19%	85