Bay Harbor Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $77K | Buy |
1,017
+48
| +5% | +$3.64K | 0.02% | 97 |
|
2025
Q1 | $72.7K | Buy |
969
+16
| +2% | +$1.2K | 0.02% | 96 |
|
2024
Q4 | $72.9K | Buy |
953
+6
| +0.6% | +$459 | 0.02% | 84 |
|
2024
Q3 | $73.9K | Sell |
947
-27
| -3% | -$2.11K | 0.02% | 87 |
|
2024
Q2 | $69.5K | Sell |
974
-3
| -0.3% | -$214 | 0.02% | 88 |
|
2024
Q1 | $79.3K | Sell |
977
-8
| -0.8% | -$649 | 0.03% | 81 |
|
2023
Q4 | $72K | Buy |
985
+17
| +2% | +$1.24K | 0.03% | 85 |
|
2023
Q3 | $63.9K | Buy |
968
+19
| +2% | +$1.26K | 0.03% | 82 |
|
2023
Q2 | $70.4K | Buy |
+949
| New | +$70.4K | 0.03% | 73 |
|
2020
Q1 | – | Sell |
-546
| Closed | -$47K | – | 408 |
|
2019
Q4 | $47K | Sell |
546
-36
| -6% | -$3.1K | 0.03% | 159 |
|
2019
Q3 | $46K | Buy |
582
+9
| +2% | +$711 | 0.03% | 156 |
|
2019
Q2 | $41K | Buy |
573
+33
| +6% | +$2.36K | 0.03% | 178 |
|
2019
Q1 | $36K | Hold |
540
| – | – | 0.02% | 188 |
|
2018
Q4 | $34K | Buy |
+540
| New | +$34K | 0.03% | 182 |
|