Capital Planning Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,749
| Closed | -$281K | – | 142 |
|
|
2025
Q1 | $281K | Sell |
3,749
-3
| -0.1% | -$225 | 0.04% | 122 |
|
|
2024
Q4 | $287K | Buy |
3,752
+21
| +0.6% | +$1.61K | 0.04% | 121 |
|
|
2024
Q3 | $291K | Hold |
3,731
| – | – | 0.04% | 117 |
|
|
2024
Q2 | $266K | Sell |
3,731
-174
| -4% | -$12.4K | 0.05% | 122 |
|
|
2024
Q1 | $317K | Buy |
3,905
+200
| +5% | +$16.2K | 0.06% | 115 |
|
|
2023
Q4 | $271K | Sell |
3,705
-121
| -3% | -$8.85K | 0.05% | 117 |
|
|
2023
Q3 | $253K | Sell |
3,826
-529
| -12% | -$34.9K | 0.05% | 111 |
|
|
2023
Q2 | $323K | Buy |
4,355
+436
| +11% | +$32.4K | 0.07% | 109 |
|
|
2023
Q1 | $303K | Sell |
3,919
-89
| -2% | -$6.87K | 0.06% | 104 |
|
|
2022
Q4 | $306K | Sell |
4,008
-203
| -5% | -$15.5K | 0.07% | 100 |
|
|
2022
Q3 | $298K | Sell |
4,211
-65
| -2% | -$4.6K | 0.08% | 99 |
|
|
2022
Q2 | $362K | Sell |
4,276
-761
| -15% | -$64.4K | 0.1% | 98 |
|
|
2022
Q1 | $411K | Sell |
5,037
-473
| -9% | -$38.6K | 0.09% | 114 |
|
|
2021
Q4 | $433K | Hold |
5,510
| – | – | 0.08% | 112 |
|
|
2021
Q3 | $433K | Hold |
5,510
| – | – | 0.09% | 109 |
|
|
2021
Q2 | $428K | Hold |
5,510
| – | – | 0.09% | 113 |
|
|
2021
Q1 | $434K | Hold |
5,510
| – | – | 0.1% | 105 |
|
|
2020
Q4 | $409K | Buy |
5,510
+468
| +9% | +$34.7K | 0.1% | 106 |
|
|
2020
Q3 | $314K | Sell |
5,042
-13
| -0.3% | -$810 | 0.09% | 106 |
|
|
2020
Q2 | $276K | Sell |
5,055
-1,979
| -28% | -$108K | 0.08% | 116 |
|
|
2020
Q1 | $321K | Hold |
7,034
| – | – | 0.12% | 96 |
|
|
2019
Q4 | $602K | Hold |
7,034
| – | – | 0.16% | 84 |
|
|
2019
Q3 | $558K | Hold |
7,034
| – | – | 0.16% | 83 |
|
|
2019
Q2 | $497K | Hold |
7,034
| – | – | 0.15% | 87 |
|
|
2019
Q1 | $470K | Hold |
7,034
| – | – | 0.14% | 90 |
|
|
2018
Q4 | $441K | Sell |
7,034
-166
| -2% | -$10.4K | 0.16% | 87 |
|
|
2018
Q3 | $527K | Buy |
+7,200
| New | +$527K | 0.17% | 90 |
|
|
2018
Q2 | – | Sell |
-7,200
| Closed | -$432K | – | 119 |
|
|
2018
Q1 | $432K | Sell |
7,200
-400
| -5% | -$24K | 0.15% | 98 |
|
|
2017
Q4 | $462K | Hold |
7,600
| – | – | 0.16% | 98 |
|
|
2017
Q3 | $410K | Sell |
7,600
-1,000
| -12% | -$53.9K | 0.16% | 96 |
|
|
2017
Q2 | $433K | Sell |
8,600
-4,660
| -35% | -$235K | 0.19% | 88 |
|
|
2017
Q1 | $688K | Hold |
13,260
| – | – | 0.34% | 62 |
|
|
2016
Q4 | $734K | Sell |
13,260
-400
| -3% | -$22.1K | 0.39% | 56 |
|
|
2016
Q3 | $669K | Sell |
13,660
-200
| -1% | -$9.8K | 0.36% | 60 |
|
|
2016
Q2 | $703K | Hold |
13,860
| – | – | 0.39% | 52 |
|
|
2016
Q1 | $648K | Hold |
13,860
| – | – | 0.31% | 56 |
|
|
2015
Q4 | $568K | Buy |
13,860
+1,800
| +15% | +$73.8K | 0.33% | 63 |
|
|
2015
Q3 | $470K | Buy |
12,060
+13
| +0.1% | +$507 | 0.31% | 62 |
|
|
2015
Q2 | $435K | Hold |
12,047
| – | – | 0.26% | 72 |
|
|
2015
Q1 | $455K | Hold |
12,047
| – | – | 0.32% | 58 |
|
|
2014
Q4 | $478K | Buy |
+12,047
| New | +$478K | 0.42% | 52 |
|