Blue Bell Private Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Buy |
1,975
+874
| +79% | +$66.2K | 0.03% | 268 |
|
|
2025
Q1 | $82.6K | Buy |
1,101
+126
| +13% | +$9.46K | 0.02% | 313 |
|
|
2024
Q4 | $74.5K | Sell |
975
-174
| -15% | -$13.3K | 0.01% | 313 |
|
|
2024
Q3 | $89.7K | Buy |
1,149
+34
| +3% | +$2.65K | 0.02% | 288 |
|
|
2024
Q2 | $79.6K | Hold |
1,115
| – | – | 0.02% | 301 |
|
|
2024
Q1 | $90.5K | Buy |
1,115
+4
| +0.4% | +$325 | 0.02% | 268 |
|
|
2023
Q4 | $81.2K | Hold |
1,111
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $73.4K | Buy |
1,111
+102
| +10% | +$6.74K | 0.02% | 226 |
|
|
2023
Q2 | $74.9K | Sell |
1,009
-176
| -15% | -$13.1K | 0.02% | 219 |
|
|
2023
Q1 | $91.5K | Hold |
1,185
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $90.6K | Hold |
1,185
| – | – | 0.03% | 170 |
|
|
2022
Q3 | $84K | Hold |
1,185
| – | – | 0.03% | 174 |
|
|
2022
Q2 | $100K | Hold |
1,185
| – | – | 0.03% | 156 |
|
|
2022
Q1 | $97K | Hold |
1,185
| – | – | 0.03% | 168 |
|
|
2021
Q4 | $93K | Buy |
+1,185
| New | +$93K | 0.02% | 167 |
|
|
2016
Q4 | – | Sell |
-975
| Closed | -$48K | – | 372 |
|
|
2016
Q3 | $48K | Hold |
975
| – | – | 0.03% | 209 |
|
|
2016
Q2 | $50K | Hold |
975
| – | – | 0.03% | 213 |
|
|
2016
Q1 | $46K | Hold |
975
| – | – | 0.03% | 226 |
|
|
2015
Q4 | $40K | Hold |
975
| – | – | 0.03% | 236 |
|
|
2015
Q3 | $38K | Hold |
975
| – | – | 0.03% | 245 |
|
|
2015
Q2 | $35K | Hold |
975
| – | – | 0.02% | 259 |
|
|
2015
Q1 | $36K | Hold |
975
| – | – | 0.02% | 253 |
|
|
2014
Q4 | $38K | Hold |
975
| – | – | 0.02% | 255 |
|
|
2014
Q3 | $37K | Hold |
975
| – | – | 0.02% | 267 |
|
|
2014
Q2 | $37K | Hold |
975
| – | – | 0.02% | 257 |
|
|
2014
Q1 | $35K | Hold |
975
| – | – | 0.02% | 235 |
|
|
2013
Q4 | $35K | Buy |
+975
| New | +$35K | 0.03% | 236 |
|