Baystate Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $95.2K | Buy |
1,302
+15
| +1% | +$1.1K | 0.01% | 280 |
|
|
2023
Q3 | $85K | Buy |
1,287
+8
| +0.6% | +$529 | 0.01% | 270 |
|
|
2023
Q2 | $94.9K | Buy |
1,279
+8
| +0.6% | +$594 | 0.01% | 262 |
|
|
2023
Q1 | $98.2K | Buy |
1,271
+10
| +0.8% | +$773 | 0.01% | 251 |
|
|
2022
Q4 | $96K | Buy |
1,261
+7
| +0.6% | +$533 | 0.01% | 256 |
|
|
2022
Q3 | $89K | Buy |
1,254
+7
| +0.6% | +$497 | 0.01% | 248 |
|
|
2022
Q2 | $106K | Buy |
1,247
+6
| +0.5% | +$510 | 0.01% | 230 |
|
|
2022
Q1 | $101K | Buy |
1,241
+7
| +0.6% | +$570 | 0.01% | 245 |
|
|
2021
Q4 | $97K | Buy |
1,234
+6
| +0.5% | +$472 | 0.01% | 247 |
|
|
2021
Q3 | $96K | Buy |
1,228
+8
| +0.7% | +$625 | 0.01% | 222 |
|
|
2021
Q2 | $95K | Buy |
1,220
+6
| +0.5% | +$467 | 0.01% | 211 |
|
|
2021
Q1 | $96K | Buy |
1,214
+7
| +0.6% | +$554 | 0.01% | 199 |
|
|
2020
Q4 | $90K | Buy |
1,207
+7
| +0.6% | +$522 | 0.01% | 186 |
|
|
2020
Q3 | $75K | Buy |
1,200
+10
| +0.8% | +$625 | 0.01% | 183 |
|
|
2020
Q2 | $65K | Buy |
1,190
+1,099
| +1,208% | +$60K | 0.01% | 202 |
|
|
2020
Q1 | $4K | Sell |
91
-905
| -91% | -$39.8K | ﹤0.01% | 457 |
|
|
2019
Q4 | $85K | Sell |
996
-529
| -35% | -$45.1K | 0.01% | 180 |
|
|
2019
Q3 | $121K | Buy |
1,525
+8
| +0.5% | +$635 | 0.02% | 139 |
|
|
2019
Q2 | $107K | Buy |
1,517
+8
| +0.5% | +$564 | 0.01% | 149 |
|
|
2019
Q1 | $106K | Sell |
1,509
-31
| -2% | -$2.18K | 0.01% | 143 |
|
|
2018
Q4 | $97K | Buy |
1,540
+47
| +3% | +$2.96K | 0.01% | 144 |
|
|
2018
Q3 | $105K | Buy |
1,493
+7
| +0.5% | +$492 | 0.02% | 128 |
|
|
2018
Q2 | $103K | Buy |
1,486
+80
| +6% | +$5.55K | 0.02% | 126 |
|
|
2018
Q1 | $86K | Hold |
1,406
| – | – | 0.01% | 134 |
|
|
2017
Q4 | $89K | Hold |
1,406
| – | – | 0.01% | 145 |
|
|
2017
Q3 | $76K | Hold |
1,406
| – | – | 0.01% | 150 |
|
|
2017
Q2 | $71K | Buy |
1,406
+2
| +0.1% | +$101 | 0.01% | 146 |
|
|
2017
Q1 | $73K | Buy |
1,404
+12
| +0.9% | +$624 | 0.01% | 147 |
|
|
2016
Q4 | $77K | Buy |
+1,392
| New | +$77K | 0.02% | 124 |
|
|
2013
Q3 | – | Sell |
-90
| Closed | -$3K | – | 206 |
|
|
2013
Q2 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 256 |
|