Beacon Investment Advisory Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,754
| Closed | -$204K | – | 283 |
|
|
2023
Q2 | $204K | Sell |
2,754
-600
| -18% | -$44.5K | 0.01% | 270 |
|
|
2023
Q1 | $259K | Hold |
3,354
| – | – | 0.01% | 244 |
|
|
2022
Q4 | $256K | Sell |
3,354
-450
| -12% | -$34.4K | 0.01% | 249 |
|
|
2022
Q3 | $269K | Sell |
3,804
-730
| -16% | -$51.6K | 0.01% | 243 |
|
|
2022
Q2 | $384K | Buy |
4,534
+134
| +3% | +$11.3K | 0.02% | 214 |
|
|
2022
Q1 | $359K | Hold |
4,400
| – | – | 0.02% | 241 |
|
|
2021
Q4 | $346K | Hold |
4,400
| – | – | 0.01% | 244 |
|
|
2021
Q3 | $345K | Sell |
4,400
-200
| -4% | -$15.7K | 0.01% | 242 |
|
|
2021
Q2 | $358K | Hold |
4,600
| – | – | 0.01% | 249 |
|
|
2021
Q1 | $362K | Sell |
4,600
-150
| -3% | -$11.8K | 0.02% | 237 |
|
|
2020
Q4 | $353K | Sell |
4,750
-3,050
| -39% | -$227K | 0.02% | 216 |
|
|
2020
Q3 | $485K | Hold |
7,800
| – | – | 0.03% | 176 |
|
|
2020
Q2 | $426K | Sell |
7,800
-9,405
| -55% | -$514K | 0.02% | 176 |
|
|
2020
Q1 | $785K | Sell |
17,205
-636
| -4% | -$29K | 0.06% | 141 |
|
|
2019
Q4 | $1.53M | Buy |
+17,841
| New | +$1.53M | 0.08% | 129 |
|
|
2018
Q2 | – | Sell |
-4,612
| Closed | -$277K | – | 266 |
|
|
2018
Q1 | $277K | Sell |
4,612
-1,060
| -19% | -$63.7K | 0.03% | 225 |
|
|
2017
Q4 | $344K | Sell |
5,672
-6,009
| -51% | -$364K | 0.04% | 187 |
|
|
2017
Q3 | $631K | Buy |
+11,681
| New | +$631K | 0.05% | 162 |
|