Burt Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $260K | Sell |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $276K | Hold |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $264K | Buy |
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|
2022
Q4 | $260K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $267K | Hold |
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|
2021
Q3 | $267K | Hold |
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|
2021
Q2 | $264K | Hold |
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|
2021
Q1 | $268K | Hold |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $212K | Hold |
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|
2020
Q2 | $186K | Hold |
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|
2020
Q1 | $155K | Hold |
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|
2019
Q4 | $291K | Hold |
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|
2019
Q3 | $270K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | $100K | Hold |
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|
2018
Q3 | $117K | Hold |
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|
2018
Q2 | $109K | Hold |
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|
2018
Q1 | $96K | Hold |
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|
2017
Q4 | $97K | Hold |
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|
2017
Q3 | $86K | Hold |
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|
2017
Q2 | $80K | Hold |
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|
2017
Q1 | $83K | Sell |
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|
2016
Q4 | $94K | Buy |
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|
2016
Q3 | $78K | Hold |
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|
2016
Q2 | $81K | Hold |
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|
2016
Q1 | $75K | Buy |
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|
2015
Q4 | $22K | Buy |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $15K | Sell |
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|
2014
Q4 | $26K | Buy |
|