Buckingham Strategic Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.13M | Sell |
29,781
-1,071
| -3% | -$80K | 0.02% | 229 |
|
|
2024
Q1 | $2.5M | Sell |
30,852
-935
| -3% | -$73.7K | 0.03% | 215 |
|
|
2023
Q4 | $2.32M | Buy |
31,787
+67
| +0.2% | +$4.63K | 0.03% | 215 |
|
|
2023
Q3 | $2.1M | Buy |
31,720
+123
| +0.4% | +$8.84K | 0.03% | 212 |
|
|
2023
Q2 | $2.34M | Buy |
31,597
+851
| +3% | +$62.9K | 0.03% | 202 |
|
|
2023
Q1 | $2.35M | Hold |
30,746
| – | – | 0.04% | 169 |
|
|
2022
Q4 | $2.35M | Sell |
30,746
-679
| -2% | -$54.9K | 0.04% | 169 |
|
|
2022
Q3 | $2.22M | Sell |
31,425
-631
| -2% | -$52.6K | 0.05% | 165 |
|
|
2022
Q2 | $2.71M | Buy |
32,056
+253
| +0.8% | +$21.2K | 0.05% | 152 |
|
|
2022
Q1 | $2.6M | Buy |
31,803
+112
| +0.4% | +$9.05K | 0.05% | 150 |
|
|
2021
Q4 | $2.49M | Sell |
31,691
-2,005
| -6% | -$154K | 0.05% | 159 |
|
|
2021
Q3 | $2.65M | Buy |
33,696
+298
| +0.9% | +$22.7K | 0.05% | 149 |
|
|
2021
Q2 | $2.6M | Sell |
33,398
-104
| -0.3% | -$8.4K | 0.06% | 149 |
|
|
2021
Q1 | $2.64M | Buy |
33,502
+212
| +0.6% | +$16.4K | 0.13% | 129 |
|
|
2020
Q4 | $2.47M | Buy |
33,290
+4,850
| +17% | +$333K | 0.13% | 132 |
|
|
2020
Q3 | $1.77M | Sell |
28,440
-1,513
| -5% | -$88K | 0.14% | 122 |
|
|
2020
Q2 | $1.64M | Buy |
29,953
+4,236
| +16% | +$223K | 0.16% | 106 |
|
|
2020
Q1 | $1.17M | Sell |
25,717
-853
| -3% | -$59K | 0.11% | 140 |
|
|
2019
Q4 | $2.27M | Sell |
26,570
-146
| -0.5% | -$11.8K | 0.22% | 90 |
|
|
2019
Q3 | $2.12M | Sell |
26,716
-1,760
| -6% | -$129K | 0.23% | 88 |
|
|
2019
Q2 | $2.01M | Buy |
28,476
+3,105
| +12% | +$221K | 0.22% | 86 |
|
|
2019
Q1 | $1.69M | Sell |
25,371
-315
| -1% | -$20.5K | 0.21% | 93 |
|
|
2018
Q4 | $1.61M | Buy |
25,686
+521
| +2% | +$35.1K | 0.25% | 79 |
|
|
2018
Q3 | $1.84M | Sell |
25,165
-3,554
| -12% | -$256K | 0.28% | 76 |
|
|
2018
Q2 | $1.96M | Buy |
28,719
+3,005
| +12% | +$192K | 0.32% | 67 |
|
|
2018
Q1 | $1.54M | Sell |
25,714
-1,378
| -5% | -$83.4K | 0.3% | 73 |
|
|
2017
Q4 | $1.65M | Buy |
27,092
+45
| +0.2% | +$2.55K | 0.34% | 68 |
|
|
2017
Q3 | $1.46M | Sell |
27,047
-5,699
| -17% | -$297K | 0.35% | 68 |
|
|
2017
Q2 | $1.65M | Buy |
32,746
+26,842
| +455% | +$1.43M | 0.39% | 60 |
|
|
2017
Q1 | $307K | Buy |
5,904
+16
| +0.3% | +$848 | 0.09% | 188 |
|
|
2016
Q4 | $326K | Buy |
5,888
+149
| +3% | +$7.74K | 0.11% | 154 |
|
|
2016
Q3 | $281K | Buy |
5,739
+8
| +0.1% | +$411 | 0.1% | 164 |
|
|
2016
Q2 | $291K | Buy |
5,731
+8
| +0.1% | +$387 | 0.1% | 157 |
|
|
2016
Q1 | $267K | Buy |
5,723
+478
| +9% | +$20.6K | 0.09% | 166 |
|
|
2015
Q4 | $215K | Sell |
5,245
-81
| -2% | -$3.32K | 0.07% | 179 |
|
|
2015
Q3 | $208K | Buy |
+5,326
| New | +$203K | 0.07% | 187 |
|
Other funds holding SYY
