BerganKDV 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
Q2 | $91.3K | Sell |
1,231
-36
| -3% | -$2.67K | 0.01% | 308 |
|
|
2023
Q1 | $97.9K | Hold |
1,267
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $96.9K | Sell |
1,267
-5
| -0.4% | -$382 | 0.01% | 310 |
|
|
2022
Q3 | $90K | Hold |
1,272
| – | – | 0.01% | 302 |
|
|
2022
Q2 | $108K | Buy |
1,272
+500
| +65% | +$42.5K | 0.01% | 296 |
|
|
2022
Q1 | $63K | Sell |
772
-3
| -0.4% | -$245 | 0.01% | 370 |
|
|
2021
Q4 | $61K | Sell |
775
-504
| -39% | -$39.7K | 0.01% | 401 |
|
|
2021
Q3 | $100K | Buy |
1,279
+408
| +47% | +$31.9K | 0.01% | 322 |
|
|
2021
Q2 | $68K | Buy |
871
+594
| +214% | +$46.4K | 0.01% | 352 |
|
|
2021
Q1 | $22K | Hold |
277
| – | – | ﹤0.01% | 474 |
|
|
2020
Q4 | $21K | Sell |
277
-5
| -2% | -$379 | ﹤0.01% | 471 |
|
|
2020
Q3 | $18K | Buy |
282
+134
| +91% | +$8.55K | ﹤0.01% | 442 |
|
|
2020
Q2 | $8K | Sell |
148
-95
| -39% | -$5.14K | ﹤0.01% | 574 |
|
|
2020
Q1 | $11K | Hold |
243
| – | – | ﹤0.01% | 486 |
|
|
2019
Q4 | $21K | Sell |
243
-1,279
| -84% | -$111K | ﹤0.01% | 444 |
|
|
2019
Q3 | $121K | Hold |
1,522
| – | – | 0.02% | 241 |
|
|
2019
Q2 | $108K | Hold |
1,522
| – | – | 0.02% | 255 |
|
|
2019
Q1 | $102K | Sell |
1,522
-457
| -23% | -$30.6K | 0.02% | 276 |
|
|
2018
Q4 | $124K | Sell |
1,979
-2,398
| -55% | -$150K | 0.03% | 217 |
|
|
2018
Q3 | $321K | Sell |
4,377
-24,485
| -85% | -$1.8M | 0.07% | 151 |
|
|
2018
Q2 | $1.97M | Sell |
28,862
-1,634
| -5% | -$112K | 0.44% | 38 |
|
|
2018
Q1 | $1.83M | Buy |
30,496
+932
| +3% | +$55.9K | 0.5% | 32 |
|
|
2017
Q4 | $1.8M | Sell |
29,564
-1,017
| -3% | -$61.7K | 0.43% | 38 |
|
|
2017
Q3 | $1.65M | Sell |
30,581
-1,574
| -5% | -$84.9K | 0.41% | 42 |
|
|
2017
Q2 | $1.62M | Buy |
32,155
+173
| +0.5% | +$8.71K | 0.46% | 38 |
|
|
2017
Q1 | $1.66M | Buy |
31,982
+1,980
| +7% | +$103K | 0.49% | 31 |
|
|
2016
Q4 | $1.66M | Sell |
30,002
-1,893
| -6% | -$105K | 0.55% | 24 |
|
|
2016
Q3 | $1.56M | Sell |
31,895
-2,536
| -7% | -$124K | 0.54% | 29 |
|
|
2016
Q2 | $1.75M | Buy |
34,431
+5,630
| +20% | +$286K | 0.75% | 28 |
|
|
2016
Q1 | $1.35M | Buy |
+28,801
| New | +$1.35M | 0.81% | 29 |
|