Caldwell Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
13,485
-300
|
|
||||
|
2025
Q1 | $1.03M | Hold |
13,785
|
|
||||
|
2024
Q4 | $1.05M | Hold |
13,785
|
|
||||
|
2024
Q3 | $1.08M | Hold |
13,785
|
|
||||
|
2024
Q2 | $984K | Buy |
13,785
+5,800
|
|
||||
|
2024
Q1 | $648K | Hold |
7,985
|
|
||||
|
2023
Q4 | $584K | Sell |
7,985
-6,087
|
|
||||
|
2023
Q3 | $929K | Sell |
14,072
-319
|
|
||||
|
2023
Q2 | $1.07M | Buy |
14,391
+120
|
|
||||
|
2023
Q1 | $1.1M | Sell |
14,271
-1,856
|
|
||||
|
2022
Q4 | $1.23M | Buy |
16,127
+2,324
|
|
||||
|
2022
Q3 | $976K | Sell |
13,803
-72
|
|
||||
|
2022
Q2 | $1.18M | Buy |
13,875
+5,784
|
|
||||
|
2022
Q1 | $661K | Buy |
8,091
+250
|
|
||||
|
2021
Q4 | $616K | Sell |
7,841
-200
|
|
||||
|
2021
Q3 | $631K | Sell |
8,041
-625
|
|
||||
|
2021
Q2 | $674K | Hold |
8,666
|
|
||||
|
2021
Q1 | $682K | Buy |
8,666
+125
|
|
||||
|
2020
Q4 | $634K | Buy |
8,541
+553
|
|
||||
|
2020
Q3 | $497K | Sell |
7,988
-43
|
|
||||
|
2020
Q2 | $439K | Sell |
8,031
-440
|
|
||||
|
2020
Q1 | $387K | Buy |
8,471
+195
|
|
||||
|
2019
Q4 | $708K | Buy |
+8,276
|
|