Cambridge Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,680
| Closed | -$218K | – | 168 |
|
2024
Q1 | $218K | Buy |
+2,680
| New | +$218K | 0.05% | 162 |
|
2023
Q2 | – | Sell |
-2,665
| Closed | -$206K | – | 183 |
|
2023
Q1 | $206K | Hold |
2,665
| – | – | 0.05% | 171 |
|
2022
Q4 | $204K | Buy |
+2,665
| New | +$204K | 0.05% | 176 |
|
2022
Q3 | – | Sell |
-2,825
| Closed | -$239K | – | 182 |
|
2022
Q2 | $239K | Sell |
2,825
-635
| -18% | -$53.7K | 0.07% | 159 |
|
2022
Q1 | $283K | Sell |
3,460
-40
| -1% | -$3.27K | 0.07% | 153 |
|
2021
Q4 | $275K | Hold |
3,500
| – | – | 0.06% | 161 |
|
2021
Q3 | $275K | Hold |
3,500
| – | – | 0.07% | 154 |
|
2021
Q2 | $272K | Hold |
3,500
| – | – | 0.07% | 149 |
|
2021
Q1 | $276K | Hold |
3,500
| – | – | 0.07% | 145 |
|
2020
Q4 | $260K | Hold |
3,500
| – | – | 0.07% | 139 |
|
2020
Q3 | $218K | Buy |
+3,500
| New | +$218K | 0.06% | 139 |
|
2020
Q1 | – | Sell |
-3,550
| Closed | -$304K | – | 151 |
|
2019
Q4 | $304K | Hold |
3,550
| – | – | 0.09% | 122 |
|
2019
Q3 | $282K | Sell |
3,550
-75
| -2% | -$5.96K | 0.09% | 110 |
|
2019
Q2 | $256K | Hold |
3,625
| – | – | 0.08% | 118 |
|
2019
Q1 | $242K | Sell |
3,625
-100
| -3% | -$6.68K | 0.08% | 123 |
|
2018
Q4 | $233K | Hold |
3,725
| – | – | 0.09% | 121 |
|
2018
Q3 | $273K | Hold |
3,725
| – | – | 0.09% | 120 |
|
2018
Q2 | $254K | Hold |
3,725
| – | – | 0.09% | 123 |
|
2018
Q1 | $223K | Buy |
+3,725
| New | +$223K | 0.08% | 126 |
|
2017
Q4 | – | Sell |
-4,135
| Closed | -$223K | – | 144 |
|
2017
Q3 | $223K | Sell |
4,135
-100
| -2% | -$5.39K | 0.09% | 125 |
|
2017
Q2 | $213K | Hold |
4,235
| – | – | 0.09% | 127 |
|
2017
Q1 | $220K | Hold |
4,235
| – | – | 0.09% | 122 |
|
2016
Q4 | $234K | Hold |
4,235
| – | – | 0.1% | 119 |
|
2016
Q3 | $208K | Sell |
4,235
-100
| -2% | -$4.91K | 0.09% | 123 |
|
2016
Q2 | $220K | Hold |
4,335
| – | – | 0.1% | 118 |
|
2016
Q1 | $203K | Buy |
+4,335
| New | +$203K | 0.09% | 122 |
|
2015
Q4 | – | Sell |
-5,153
| Closed | -$201K | – | 132 |
|
2015
Q3 | $201K | Sell |
5,153
-400
| -7% | -$15.6K | 0.12% | 120 |
|
2015
Q2 | $200K | Hold |
5,553
| – | – | 0.11% | 117 |
|
2015
Q1 | $210K | Sell |
5,553
-630
| -10% | -$23.8K | 0.12% | 112 |
|
2014
Q4 | $245K | Buy |
+6,183
| New | +$245K | 0.15% | 112 |
|