Carret Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.77M | Buy |
23,367
+165
| +0.7% | +$12.5K | 0.19% | 103 |
|
|
2025
Q1 | $1.74M | Buy |
23,202
+225
| +1% | +$16.9K | 0.2% | 105 |
|
|
2024
Q4 | $1.76M | Buy |
22,977
+2,421
| +12% | +$185K | 0.19% | 107 |
|
|
2024
Q3 | $1.6M | Buy |
20,556
+1,350
| +7% | +$105K | 0.17% | 118 |
|
|
2024
Q2 | $1.37M | Buy |
19,206
+1,420
| +8% | +$101K | 0.16% | 125 |
|
|
2024
Q1 | $1.44M | Sell |
17,786
-200
| -1% | -$16.2K | 0.17% | 124 |
|
|
2023
Q4 | $1.32M | Hold |
17,986
| – | – | 0.17% | 126 |
|
|
2023
Q3 | $1.19M | Sell |
17,986
-3
| -0% | -$198 | 0.17% | 125 |
|
|
2023
Q2 | $1.33M | Buy |
17,989
+3
| +0% | +$223 | 0.18% | 120 |
|
|
2023
Q1 | $1.39M | Sell |
17,986
-659
| -4% | -$50.9K | 0.19% | 117 |
|
|
2022
Q4 | $1.43M | Sell |
18,645
-200
| -1% | -$15.3K | 0.2% | 118 |
|
|
2022
Q3 | $1.33M | Sell |
18,845
-390
| -2% | -$27.6K | 0.2% | 118 |
|
|
2022
Q2 | $1.63M | Sell |
19,235
-300
| -2% | -$25.4K | 0.23% | 100 |
|
|
2022
Q1 | $1.6M | Sell |
19,535
-700
| -3% | -$57.2K | 0.18% | 123 |
|
|
2021
Q4 | $1.59M | Sell |
20,235
-100
| -0.5% | -$7.85K | 0.18% | 124 |
|
|
2021
Q3 | $1.6M | Sell |
20,335
-200
| -1% | -$15.7K | 0.19% | 118 |
|
|
2021
Q2 | $1.6M | Sell |
20,535
-20
| -0.1% | -$1.56K | 0.19% | 120 |
|
|
2021
Q1 | $1.62M | Sell |
20,555
-600
| -3% | -$47.3K | 0.2% | 112 |
|
|
2020
Q4 | $1.57M | Sell |
21,155
-40
| -0.2% | -$2.97K | 0.21% | 110 |
|
|
2020
Q3 | $1.32M | Sell |
21,195
-400
| -2% | -$24.9K | 0.2% | 111 |
|
|
2020
Q2 | $1.18M | Buy |
21,595
+40
| +0.2% | +$2.19K | 0.19% | 112 |
|
|
2020
Q1 | $984K | Sell |
21,555
-1,100
| -5% | -$50.2K | 0.19% | 111 |
|
|
2019
Q4 | $1.94M | Sell |
22,655
-50
| -0.2% | -$4.28K | 0.28% | 87 |
|
|
2019
Q3 | $1.8M | Hold |
22,705
| – | – | 0.29% | 88 |
|
|
2019
Q2 | $1.61M | Sell |
22,705
-1,050
| -4% | -$74.3K | 0.26% | 89 |
|
|
2019
Q1 | $1.59M | Sell |
23,755
-250
| -1% | -$16.7K | 0.26% | 92 |
|
|
2018
Q4 | $1.5M | Sell |
24,005
-300
| -1% | -$18.8K | 0.27% | 93 |
|
|
2018
Q3 | $1.78M | Sell |
24,305
-1,210
| -5% | -$88.6K | 0.27% | 96 |
|
|
2018
Q2 | $1.74M | Sell |
25,515
-4,525
| -15% | -$309K | 0.28% | 93 |
|
|
2018
Q1 | $1.8M | Sell |
30,040
-255
| -0.8% | -$15.3K | 0.3% | 91 |
|
|
2017
Q4 | $1.84M | Sell |
30,295
-915
| -3% | -$55.6K | 0.29% | 91 |
|
|
2017
Q3 | $1.68M | Sell |
31,210
-200
| -0.6% | -$10.8K | 0.27% | 94 |
|
|
2017
Q2 | $1.58M | Buy |
31,410
+6,900
| +28% | +$347K | 0.27% | 92 |
|
|
2017
Q1 | $1.27M | Sell |
24,510
-150
| -0.6% | -$7.79K | 0.23% | 98 |
|
|
2016
Q4 | $1.37M | Sell |
24,660
-7,164
| -23% | -$397K | 0.26% | 92 |
|
|
2016
Q3 | $1.56M | Sell |
31,824
-4,109
| -11% | -$201K | 0.29% | 87 |
|
|
2016
Q2 | $1.82M | Sell |
35,933
-7,505
| -17% | -$381K | 0.35% | 76 |
|
|
2016
Q1 | $2.03M | Sell |
43,438
-14,620
| -25% | -$683K | 0.43% | 71 |
|
|
2015
Q4 | $2.38M | Sell |
58,058
-4,650
| -7% | -$191K | 0.51% | 63 |
|
|
2015
Q3 | $2.44M | Sell |
62,708
-13,595
| -18% | -$530K | 0.53% | 61 |
|
|
2015
Q2 | $2.76M | Sell |
76,303
-1,923
| -2% | -$69.4K | 0.55% | 55 |
|
|
2015
Q1 | $2.95M | Sell |
78,226
-5,544
| -7% | -$209K | 0.57% | 54 |
|
|
2014
Q4 | $3.33M | Sell |
83,770
-400
| -0.5% | -$15.9K | 0.63% | 51 |
|
|
2014
Q3 | $3.19M | Sell |
84,170
-2,498
| -3% | -$94.8K | 0.62% | 51 |
|
|
2014
Q2 | $3.25M | Sell |
86,668
-811
| -0.9% | -$30.4K | 0.62% | 55 |
|
|
2014
Q1 | $3.16M | Sell |
87,479
-1,038
| -1% | -$37.5K | 0.63% | 56 |
|
|
2013
Q4 | $3.2M | Sell |
88,517
-193
| -0.2% | -$6.97K | 0.65% | 51 |
|
|
2013
Q3 | $2.82M | Sell |
88,710
-3,142
| -3% | -$100K | 0.63% | 54 |
|
|
2013
Q2 | $3.14M | Buy |
+91,852
| New | +$3.14M | 0.65% | 46 |
|