BAM
Belpointe Asset Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
22,888
+10,099
| +79% | +$765K | 0.07% | 226 |
|
|
2025
Q1 | $960K | Buy |
12,789
+1,056
| +9% | +$79.2K | 0.05% | 343 |
|
|
2024
Q4 | $915K | Buy |
11,733
+7,330
| +166% | +$572K | 0.06% | 342 |
|
|
2024
Q3 | $344K | Sell |
4,403
-138
| -3% | -$10.8K | 0.02% | 619 |
|
|
2024
Q2 | $324K | Sell |
4,541
-2,410
| -35% | -$172K | 0.02% | 565 |
|
|
2024
Q1 | $564K | Buy |
6,951
+3,090
| +80% | +$251K | 0.04% | 408 |
|
|
2023
Q4 | $282K | Buy |
3,861
+51
| +1% | +$3.73K | 0.02% | 542 |
|
|
2023
Q3 | $252K | Buy |
3,810
+69
| +2% | +$4.56K | 0.03% | 536 |
|
|
2023
Q2 | $278K | Sell |
3,741
-2,012
| -35% | -$149K | 0.03% | 479 |
|
|
2023
Q1 | $444K | Sell |
5,753
-8,690
| -60% | -$671K | 0.02% | 607 |
|
|
2022
Q4 | $1.1M | Buy |
14,443
+902
| +7% | +$69K | 0.07% | 295 |
|
|
2022
Q3 | $958K | Buy |
13,541
+872
| +7% | +$61.7K | 0.06% | 302 |
|
|
2022
Q2 | $1.07M | Buy |
12,669
+187
| +1% | +$15.9K | 0.07% | 281 |
|
|
2022
Q1 | $1.02M | Buy |
12,482
+35
| +0.3% | +$2.86K | 0.06% | 326 |
|
|
2021
Q4 | $978K | Buy |
12,447
+1,464
| +13% | +$115K | 0.06% | 324 |
|
|
2021
Q3 | $862K | Sell |
10,983
-1,764
| -14% | -$138K | 0.06% | 343 |
|
|
2021
Q2 | $991K | Buy |
12,747
+7,509
| +143% | +$584K | 0.07% | 297 |
|
|
2021
Q1 | $412K | Sell |
5,238
-103
| -2% | -$8.1K | 0.04% | 495 |
|
|
2020
Q4 | $396K | Sell |
5,341
-3,125
| -37% | -$232K | 0.04% | 464 |
|
|
2020
Q3 | $526K | Buy |
8,466
+1,675
| +25% | +$104K | 0.06% | 324 |
|
|
2020
Q2 | $372K | Buy |
6,791
+288
| +4% | +$15.8K | 0.05% | 360 |
|
|
2020
Q1 | $297K | Buy |
6,503
+1,067
| +20% | +$48.7K | 0.05% | 340 |
|
|
2019
Q4 | $465K | Buy |
5,436
+1,559
| +40% | +$133K | 0.06% | 337 |
|
|
2019
Q3 | $308K | Buy |
3,877
+162
| +4% | +$12.9K | 0.05% | 382 |
|
|
2019
Q2 | $263K | Sell |
3,715
-1,466
| -28% | -$104K | 0.05% | 353 |
|
|
2019
Q1 | $346K | Sell |
5,181
-3,566
| -41% | -$238K | 0.07% | 217 |
|
|
2018
Q4 | $548K | Sell |
8,747
-4,166
| -32% | -$261K | 0.14% | 161 |
|
|
2018
Q3 | $946K | Buy |
12,913
+9,121
| +241% | +$668K | 0.15% | 138 |
|
|
2018
Q2 | $259K | Sell |
3,792
-8,380
| -69% | -$572K | 0.07% | 289 |
|
|
2018
Q1 | $730K | Sell |
12,172
-1,068
| -8% | -$64.1K | 0.21% | 89 |
|
|
2017
Q4 | $804K | Buy |
13,240
+5,203
| +65% | +$316K | 0.18% | 123 |
|
|
2017
Q3 | $434K | Buy |
+8,037
| New | +$434K | 0.1% | 229 |
|