Brandywine Oak Private Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-4,255
| Closed | -$300K | – | 289 |
|
|
2022
Q3 | $300K | Hold |
4,255
| – | – | 0.04% | 204 |
|
|
2022
Q2 | $360K | Hold |
4,255
| – | – | 0.05% | 211 |
|
|
2022
Q1 | $347K | Sell |
4,255
-200
| -4% | -$16.3K | 0.04% | 232 |
|
|
2021
Q4 | $349K | Sell |
4,455
-2,250
| -34% | -$176K | 0.04% | 235 |
|
|
2021
Q3 | $526K | Sell |
6,705
-505
| -7% | -$39.6K | 0.06% | 191 |
|
|
2021
Q2 | $560K | Buy |
+7,210
| New | +$560K | 0.07% | 180 |
|
|
2020
Q1 | – | Sell |
-3,900
| Closed | -$333K | – | 254 |
|
|
2019
Q4 | $333K | Sell |
3,900
-9
| -0.2% | -$768 | 0.06% | 168 |
|
|
2019
Q3 | $310K | Sell |
3,909
-86
| -2% | -$6.82K | 0.06% | 164 |
|
|
2019
Q2 | $282K | Sell |
3,995
-1,501
| -27% | -$106K | 0.06% | 168 |
|
|
2019
Q1 | $366K | Buy |
5,496
+244
| +5% | +$16.2K | 0.08% | 129 |
|
|
2018
Q4 | $329K | Buy |
+5,252
| New | +$329K | 0.07% | 132 |
|