Cassady Schiller Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.09M | Buy |
14,281
+78
| +0.5% | +$5.96K | 0.4% | 44 |
|
|
2024
Q3 | $1.11M | Hold |
14,203
| – | – | 0.41% | 43 |
|
|
2024
Q2 | $1.01M | Hold |
14,203
| – | – | 0.41% | 43 |
|
|
2024
Q1 | $1.15M | Hold |
14,203
| – | – | 0.51% | 38 |
|
|
2023
Q4 | $1.04M | Sell |
14,203
-230
| -2% | -$16.8K | 0.52% | 39 |
|
|
2023
Q3 | $953K | Hold |
14,433
| – | – | 0.53% | 41 |
|
|
2023
Q2 | $1.07M | Hold |
14,433
| – | – | 0.58% | 39 |
|
|
2023
Q1 | $1.11M | Hold |
14,433
| – | – | 0.52% | 37 |
|
|
2022
Q4 | $1.1M | Hold |
14,433
| – | – | 0.68% | 34 |
|
|
2022
Q3 | $1.02M | Sell |
14,433
-3
| -0% | -$212 | 0.59% | 37 |
|
|
2022
Q2 | $1.22M | Hold |
14,436
| – | – | 0.64% | 31 |
|
|
2022
Q1 | $1.18M | Buy |
14,436
+14,203
| +6,096% | +$1.16M | 0.57% | 34 |
|
|
2021
Q4 | $18K | Buy |
+233
| New | +$18K | 0.01% | 278 |
|