Beaumont Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,334
| Closed | -$250K | – | 394 |
|
|
2025
Q1 | $250K | Sell |
3,334
-49
| -1% | -$3.68K | 0.02% | 319 |
|
|
2024
Q4 | $259K | Buy |
3,383
+340
| +11% | +$26K | 0.02% | 316 |
|
|
2024
Q3 | $238K | Sell |
3,043
-107
| -3% | -$8.35K | 0.02% | 314 |
|
|
2024
Q2 | $225K | Buy |
3,150
+61
| +2% | +$4.36K | 0.02% | 326 |
|
|
2024
Q1 | $251K | Sell |
3,089
-668
| -18% | -$54.2K | 0.02% | 313 |
|
|
2023
Q4 | $275K | Sell |
3,757
-17
| -0.5% | -$1.24K | 0.03% | 280 |
|
|
2023
Q3 | $249K | Buy |
3,774
+668
| +22% | +$44.1K | 0.02% | 276 |
|
|
2023
Q2 | $230K | Buy |
3,106
+25
| +0.8% | +$1.86K | 0.02% | 310 |
|
|
2023
Q1 | $238K | Sell |
3,081
-601
| -16% | -$46.4K | 0.02% | 279 |
|
|
2022
Q4 | $281K | Sell |
3,682
-5
| -0.1% | -$382 | 0.03% | 263 |
|
|
2022
Q3 | $261K | Sell |
3,687
-4
| -0.1% | -$283 | 0.03% | 264 |
|
|
2022
Q2 | $313K | Buy |
3,691
+8
| +0.2% | +$678 | 0.03% | 231 |
|
|
2022
Q1 | $300K | Buy |
+3,683
| New | +$300K | 0.02% | 280 |
|
|
2020
Q1 | – | Sell |
-3,175
| Closed | -$272K | – | 285 |
|
|
2019
Q4 | $272K | Buy |
3,175
+1
| +0% | +$86 | 0.03% | 236 |
|
|
2019
Q3 | $252K | Buy |
+3,174
| New | +$252K | 0.03% | 235 |
|