CAAS
Capital Asset Advisory Services’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,799
| Closed | -$211K | – | 317 |
|
|
2024
Q4 | $211K | Buy |
2,799
+18
| +0.6% | +$1.36K | 0.01% | 300 |
|
|
2024
Q3 | $209K | Buy |
+2,781
| New | +$209K | 0.01% | 309 |
|
|
2024
Q2 | – | Sell |
-3,045
| Closed | -$233K | – | 326 |
|
|
2024
Q1 | $233K | Buy |
+3,045
| New | +$233K | 0.01% | 284 |
|
|
2023
Q2 | – | Sell |
-2,733
| Closed | -$211K | – | 353 |
|
|
2023
Q1 | $211K | Sell |
2,733
-120
| -4% | -$9.27K | 0.02% | 328 |
|
|
2022
Q4 | $220K | Buy |
2,853
+20
| +0.7% | +$1.55K | 0.02% | 332 |
|
|
2022
Q3 | $200K | Sell |
2,833
-202
| -7% | -$14.3K | 0.03% | 300 |
|
|
2022
Q2 | $259K | Buy |
3,035
+342
| +13% | +$29.2K | 0.03% | 336 |
|
|
2022
Q1 | $221K | Sell |
2,693
-15
| -0.6% | -$1.23K | 0.02% | 369 |
|
|
2021
Q4 | $213K | Hold |
2,708
| – | – | 0.02% | 383 |
|
|
2021
Q3 | $214K | Hold |
2,708
| – | – | 0.02% | 404 |
|
|
2021
Q2 | $211K | Hold |
2,708
| – | – | 0.02% | 419 |
|
|
2021
Q1 | $214K | Hold |
2,708
| – | – | 0.03% | 406 |
|
|
2020
Q4 | $201K | Buy |
+2,708
| New | +$201K | 0.04% | 339 |
|
|
2020
Q1 | – | Sell |
-3,747
| Closed | -$286K | – | 608 |
|
|
2019
Q4 | $286K | Buy |
+3,747
| New | +$286K | 0.07% | 277 |
|