Cabot Wealth Management’s Sysco SYY Stock Holding History

Cabot Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$11.7M	Buy	153,870 +4,436	+3%	+$336K	1.39%	28
2025 Q1	$11.2M	Buy	149,434 +935	+0.6%	+$70.2K	1.43%	30
2024 Q4	$11.4M	Buy	148,499 +5,415	+4%	+$414K	1.44%	29
2024 Q3	$11.2M	Buy	143,084 +2,986	+2%	+$233K	1.4%	31
2024 Q2	$10M	Sell	140,098 -1,944	-1%	-$139K	1.31%	30
2024 Q1	$11.5M	Buy	142,042 +2,244	+2%	+$182K	1.51%	28
2023 Q4	$10.2M	Buy	139,798 +1,926	+1%	+$141K	1.42%	29
2023 Q3	$9.11M	Buy	137,872 +1,527	+1%	+$101K	1.4%	31
2023 Q2	$10.1M	Buy	136,345 +1,815	+1%	+$135K	1.51%	28
2023 Q1	$10.4M	Buy	134,530 +491	+0.4%	+$37.9K	1.64%	25
2022 Q4	$10.2M	Sell	134,039 -25,710	-16%	-$1.97M	1.73%	24
2022 Q3	$11.3M	Buy	159,749 +3,247	+2%	+$230K	1.91%	18
2022 Q2	$13.3M	Buy	156,502 +407	+0.3%	+$34.5K	2.1%	13
2022 Q1	$12.7M	Buy	156,095 +2,277	+1%	+$186K	1.72%	22
2021 Q4	$12.1M	Buy	153,818 +16,781	+12%	+$1.32M	1.53%	26
2021 Q3	$10.8M	Buy	137,037 +2,267	+2%	+$178K	1.44%	28
2021 Q2	$10.5M	Buy	134,770 +1,744	+1%	+$136K	1.4%	30
2021 Q1	$10.5M	Buy	133,026 +18,768	+16%	+$1.48M	1.48%	28
2020 Q4	$8.49M	Buy	114,258 +30,026	+36%	+$2.23M	1.3%	34
2020 Q3	$5.24M	Buy	84,232 +5,236	+7%	+$326K	0.95%	44
2020 Q2	$4.32M	Sell	78,996 -28,337	-26%	-$1.55M	0.86%	45
2020 Q1	$4.9M	Buy	107,333 +42,048	+64%	+$1.92M	1.17%	34
2019 Q4	$5.58M	Buy	65,285 +2,206	+3%	+$189K	1.08%	35
2019 Q3	$5.01M	Buy	63,079 +924	+1%	+$73.4K	1.06%	35
2019 Q2	$4.4M	Buy	62,155 +3,407	+6%	+$241K	0.93%	38
2019 Q1	$3.92M	Buy	58,748 +5,126	+10%	+$342K	0.86%	44
2018 Q4	$3.36M	Buy	53,622 +1,209	+2%	+$75.8K	0.82%	46
2018 Q3	$3.84M	Buy	52,413 +554	+1%	+$40.6K	0.82%	48
2018 Q2	$3.54M	Buy	51,859 +2,940	+6%	+$201K	0.79%	49
2018 Q1	$2.93M	Buy	48,919 +2,710	+6%	+$162K	0.66%	54
2017 Q4	$2.81M	Buy	46,209 +5,344	+13%	+$325K	0.61%	57
2017 Q3	$2.21M	Buy	+40,865	New	+$2.21M	0.49%	62