CFA
Carroll Financial Associates’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $205K | Sell |
2,654
-96
| -3% | -$7.42K | 0.01% | 387 |
|
|
2021
Q3 | $215K | Sell |
2,750
-890
| -24% | -$69.6K | 0.01% | 376 |
|
|
2021
Q2 | $283K | Sell |
3,640
-168
| -4% | -$13.1K | 0.02% | 345 |
|
|
2021
Q1 | $299K | Sell |
3,808
-71
| -2% | -$5.58K | 0.02% | 318 |
|
|
2020
Q4 | $288K | Buy |
3,879
+306
| +9% | +$22.7K | 0.02% | 304 |
|
|
2020
Q3 | $222K | Sell |
3,573
-1,430
| -29% | -$88.9K | 0.02% | 325 |
|
|
2020
Q2 | $273K | Buy |
5,003
+488
| +11% | +$26.6K | 0.02% | 290 |
|
|
2020
Q1 | $206K | Sell |
4,515
-575
| -11% | -$26.2K | 0.02% | 297 |
|
|
2019
Q4 | $435K | Buy |
5,090
+1,264
| +33% | +$108K | 0.03% | 236 |
|
|
2019
Q3 | $303K | Sell |
3,826
-637
| -14% | -$50.4K | 0.03% | 293 |
|
|
2019
Q2 | $315K | Buy |
4,463
+287
| +7% | +$20.3K | 0.03% | 274 |
|
|
2019
Q1 | $278K | Buy |
4,176
+623
| +18% | +$41.5K | 0.03% | 271 |
|
|
2018
Q4 | $219K | Sell |
3,553
-319
| -8% | -$19.7K | 0.02% | 256 |
|
|
2018
Q3 | $283K | Sell |
3,872
-6,619
| -63% | -$484K | 0.03% | 240 |
|
|
2018
Q2 | $716K | Sell |
10,491
-158
| -1% | -$10.8K | 0.08% | 143 |
|
|
2018
Q1 | $638K | Sell |
10,649
-677
| -6% | -$40.6K | 0.07% | 141 |
|
|
2017
Q4 | $687K | Sell |
11,326
-940
| -8% | -$57K | 0.08% | 133 |
|
|
2017
Q3 | $665K | Sell |
12,266
-3,936
| -24% | -$213K | 0.08% | 133 |
|
|
2017
Q2 | $815K | Sell |
16,202
-9,473
| -37% | -$477K | 0.1% | 121 |
|
|
2017
Q1 | $1.33M | Sell |
25,675
-10,448
| -29% | -$542K | 0.17% | 81 |
|
|
2016
Q4 | $2M | Sell |
36,123
-2,549
| -7% | -$141K | 0.29% | 54 |
|
|
2016
Q3 | $1.9M | Sell |
38,672
-996
| -3% | -$48.8K | 0.28% | 60 |
|
|
2016
Q2 | $2.01M | Sell |
39,668
-2,300
| -5% | -$117K | 0.34% | 50 |
|
|
2016
Q1 | $1.96M | Sell |
41,968
-1,200
| -3% | -$56.1K | 0.36% | 44 |
|
|
2015
Q4 | $1.77M | Sell |
43,168
-593
| -1% | -$24.3K | 0.37% | 43 |
|
|
2015
Q3 | $1.82M | Buy |
43,761
+2,867
| +7% | +$119K | 0.4% | 44 |
|
|
2015
Q2 | $1.48M | Buy |
40,894
+11,875
| +41% | +$429K | 0.33% | 53 |
|
|
2015
Q1 | $1.1M | Buy |
29,019
+2,050
| +8% | +$77.4K | 0.48% | 41 |
|
|
2014
Q4 | $1.08M | Sell |
26,969
-18,475
| -41% | -$736K | 0.69% | 28 |
|
|
2014
Q3 | $1.75M | Sell |
45,444
-6,525
| -13% | -$251K | 0.54% | 41 |
|
|
2014
Q2 | $1.95M | Sell |
51,969
-425
| -0.8% | -$15.9K | 0.54% | 38 |
|
|
2014
Q1 | $1.89M | Buy |
52,394
+4,300
| +9% | +$155K | 0.62% | 35 |
|
|
2013
Q4 | $1.74M | Sell |
48,094
-150
| -0.3% | -$5.41K | 0.62% | 35 |
|
|
2013
Q3 | $1.54M | Sell |
48,244
-400
| -0.8% | -$12.7K | 0.58% | 40 |
|
|
2013
Q2 | $1.66M | Buy |
+48,644
| New | +$1.66M | 0.81% | 26 |
|