Birch Hill Investment 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 | $316K | Sell |
4,168
-80
| -2% | -$6.06K | 0.01% | 164 |
|
2025
Q1 | $319K | Sell |
4,248
-852
| -17% | -$63.9K | 0.02% | 161 |
|
2024
Q4 | $390K | Sell |
5,100
-98
| -2% | -$7.49K | 0.02% | 151 |
|
2024
Q3 | $406K | Sell |
5,198
-50
| -1% | -$3.9K | 0.02% | 142 |
|
2024
Q2 | $375K | Hold |
5,248
| – | – | 0.02% | 140 |
|
2024
Q1 | $426K | Sell |
5,248
-600
| -10% | -$48.7K | 0.02% | 136 |
|
2023
Q4 | $428K | Hold |
5,848
| – | – | 0.02% | 127 |
|
2023
Q3 | $386K | Hold |
5,848
| – | – | 0.02% | 128 |
|
2023
Q2 | $434K | Hold |
5,848
| – | – | 0.02% | 121 |
|
2023
Q1 | $452K | Hold |
5,848
| – | – | 0.03% | 122 |
|
2022
Q4 | $447K | Sell |
5,848
-598
| -9% | -$45.7K | 0.03% | 117 |
|
2022
Q3 | $456K | Sell |
6,446
-600
| -9% | -$42.4K | 0.03% | 110 |
|
2022
Q2 | $597K | Sell |
7,046
-200
| -3% | -$16.9K | 0.04% | 107 |
|
2022
Q1 | $592K | Sell |
7,246
-500
| -6% | -$40.9K | 0.03% | 112 |
|
2021
Q4 | $608K | Sell |
7,746
-300
| -4% | -$23.5K | 0.03% | 116 |
|
2021
Q3 | $632K | Buy |
8,046
+1,200
| +18% | +$94.3K | 0.03% | 115 |
|
2021
Q2 | $532K | Hold |
6,846
| – | – | 0.03% | 118 |
|
2021
Q1 | $539K | Hold |
6,846
| – | – | 0.03% | 113 |
|
2020
Q4 | $508K | Hold |
6,846
| – | – | 0.03% | 109 |
|
2020
Q3 | $426K | Sell |
6,846
-250
| -4% | -$15.6K | 0.03% | 108 |
|
2020
Q2 | $388K | Sell |
7,096
-480
| -6% | -$26.2K | 0.03% | 110 |
|
2020
Q1 | $346K | Buy |
7,576
+1,200
| +19% | +$54.8K | 0.03% | 107 |
|
2019
Q4 | $545K | Sell |
6,376
-50
| -0.8% | -$4.27K | 0.04% | 107 |
|
2019
Q3 | $510K | Sell |
6,426
-150
| -2% | -$11.9K | 0.04% | 107 |
|
2019
Q2 | $465K | Sell |
6,576
-998
| -13% | -$70.6K | 0.03% | 113 |
|
2019
Q1 | $506K | Sell |
7,574
-667
| -8% | -$44.6K | 0.04% | 108 |
|
2018
Q4 | $516K | Hold |
8,241
| – | – | 0.04% | 106 |
|
2018
Q3 | $604K | Sell |
8,241
-233
| -3% | -$17.1K | 0.04% | 108 |
|
2018
Q2 | $579K | Sell |
8,474
-200
| -2% | -$13.7K | 0.05% | 107 |
|
2018
Q1 | $520K | Sell |
8,674
-120
| -1% | -$7.19K | 0.04% | 107 |
|
2017
Q4 | $534K | Sell |
8,794
-1,000
| -10% | -$60.7K | 0.04% | 100 |
|
2017
Q3 | $528K | Sell |
9,794
-1,500
| -13% | -$80.9K | 0.05% | 98 |
|
2017
Q2 | $568K | Sell |
11,294
-100
| -0.9% | -$5.03K | 0.05% | 94 |
|
2017
Q1 | $592K | Sell |
11,394
-200
| -2% | -$10.4K | 0.05% | 91 |
|
2016
Q4 | $642K | Sell |
11,594
-300
| -3% | -$16.6K | 0.06% | 88 |
|
2016
Q3 | $583K | Sell |
11,894
-500
| -4% | -$24.5K | 0.05% | 90 |
|
2016
Q2 | $629K | Sell |
12,394
-63,950
| -84% | -$3.25M | 0.06% | 89 |
|
2016
Q1 | $3.57M | Sell |
76,344
-7,300
| -9% | -$341K | 0.38% | 49 |
|
2015
Q4 | $3.43M | Sell |
83,644
-6,400
| -7% | -$262K | 0.36% | 51 |
|
2015
Q3 | $3.51M | Sell |
90,044
-193,660
| -68% | -$7.55M | 0.38% | 49 |
|
2015
Q2 | $10.2M | Sell |
283,704
-900
| -0.3% | -$32.5K | 1.05% | 35 |
|
2015
Q1 | $10.7M | Buy |
284,604
+6,500
| +2% | +$245K | 1.1% | 34 |
|
2014
Q4 | $11M | Sell |
278,104
-300
| -0.1% | -$11.9K | 1.12% | 32 |
|
2014
Q3 | $10.6M | Buy |
278,404
+6,350
| +2% | +$241K | 1.1% | 35 |
|
2014
Q2 | $10.2M | Buy |
272,054
+264,360
| +3,436% | +$9.9M | 1.07% | 35 |
|
2014
Q1 | $278K | Sell |
7,694
-2,700
| -26% | -$97.6K | 0.03% | 123 |
|
2013
Q4 | $375K | Hold |
10,394
| – | – | 0.04% | 111 |
|
2013
Q3 | $331K | Sell |
10,394
-400
| -4% | -$12.7K | 0.04% | 109 |
|
2013
Q2 | $369K | Buy |
+10,794
| New | +$369K | 0.05% | 108 |
|