Chesley Taft & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
28,470
-270
| -0.9% | -$20.5K | 0.1% | 141 |
|
|
2025
Q1 | $2.16M | Sell |
28,740
-1,090
| -4% | -$81.8K | 0.1% | 134 |
|
|
2024
Q4 | $2.28M | Buy |
29,830
+60
| +0.2% | +$4.59K | 0.11% | 131 |
|
|
2024
Q3 | $2.32M | Hold |
29,770
| – | – | 0.11% | 129 |
|
|
2024
Q2 | $2.13M | Sell |
29,770
-43,005
| -59% | -$3.07M | 0.11% | 130 |
|
|
2024
Q1 | $5.91M | Sell |
72,775
-1,850
| -2% | -$150K | 0.3% | 74 |
|
|
2023
Q4 | $5.46M | Sell |
74,625
-26,970
| -27% | -$1.97M | 0.31% | 70 |
|
|
2023
Q3 | $6.71M | Sell |
101,595
-9,070
| -8% | -$599K | 0.44% | 58 |
|
|
2023
Q2 | $8.21M | Sell |
110,665
-2,513
| -2% | -$186K | 0.5% | 57 |
|
|
2023
Q1 | $8.74M | Buy |
113,178
+1,840
| +2% | +$142K | 0.57% | 51 |
|
|
2022
Q4 | $8.51M | Buy |
111,338
+5,391
| +5% | +$412K | 0.59% | 50 |
|
|
2022
Q3 | $7.49M | Buy |
105,947
+67,355
| +175% | +$4.76M | 0.55% | 49 |
|
|
2022
Q2 | $3.27M | Buy |
38,592
+2,232
| +6% | +$189K | 0.22% | 100 |
|
|
2022
Q1 | $3.08M | Buy |
36,360
+9,215
| +34% | +$779K | 0.18% | 114 |
|
|
2021
Q4 | $2.13M | Buy |
27,145
+6,075
| +29% | +$477K | 0.11% | 135 |
|
|
2021
Q3 | $1.65M | Buy |
21,070
+465
| +2% | +$36.5K | 0.09% | 147 |
|
|
2021
Q2 | $1.6M | Buy |
20,605
+600
| +3% | +$46.6K | 0.09% | 148 |
|
|
2021
Q1 | $1.59M | Sell |
20,005
-100
| -0.5% | -$7.93K | 0.09% | 146 |
|
|
2020
Q4 | $1.49M | Sell |
20,105
-5,650
| -22% | -$420K | 0.1% | 142 |
|
|
2020
Q3 | $1.6M | Sell |
25,755
-775
| -3% | -$48.2K | 0.11% | 132 |
|
|
2020
Q2 | $1.45M | Sell |
26,530
-683
| -3% | -$37.3K | 0.11% | 136 |
|
|
2020
Q1 | $1.24M | Buy |
27,213
+6,050
| +29% | +$276K | 0.11% | 133 |
|
|
2019
Q4 | $1.81M | Hold |
21,163
| – | – | 0.13% | 128 |
|
|
2019
Q3 | $1.68M | Sell |
21,163
-800
| -4% | -$63.5K | 0.13% | 127 |
|
|
2019
Q2 | $1.55M | Sell |
21,963
-240
| -1% | -$17K | 0.12% | 131 |
|
|
2019
Q1 | $1.48M | Sell |
22,203
-100
| -0.4% | -$6.68K | 0.12% | 129 |
|
|
2018
Q4 | $1.4M | Hold |
22,303
| – | – | 0.14% | 130 |
|
|
2018
Q3 | $1.63M | Buy |
22,303
+400
| +2% | +$29.3K | 0.13% | 130 |
|
|
2018
Q2 | $1.5M | Buy |
21,903
+600
| +3% | +$41K | 0.13% | 134 |
|
|
2018
Q1 | $1.28M | Hold |
21,303
| – | – | 0.11% | 143 |
|
|
2017
Q4 | $1.29M | Hold |
21,303
| – | – | 0.11% | 153 |
|
|
2017
Q3 | $1.15M | Buy |
21,303
+3,000
| +16% | +$162K | 0.1% | 162 |
|
|
2017
Q2 | $921K | Hold |
18,303
| – | – | 0.08% | 177 |
|
|
2017
Q1 | $950K | Hold |
18,303
| – | – | 0.09% | 175 |
|
|
2016
Q4 | $1.01M | Hold |
18,303
| – | – | 0.1% | 164 |
|
|
2016
Q3 | $897K | Hold |
18,303
| – | – | 0.09% | 160 |
|
|
2016
Q2 | $929K | Hold |
18,303
| – | – | 0.1% | 156 |
|
|
2016
Q1 | $855K | Sell |
18,303
-150
| -0.8% | -$7.01K | 0.09% | 157 |
|
|
2015
Q4 | $757K | Buy |
18,453
+255
| +1% | +$10.5K | 0.08% | 166 |
|
|
2015
Q3 | $709K | Sell |
18,198
-100
| -0.5% | -$3.9K | 0.08% | 153 |
|
|
2015
Q2 | $661K | Buy |
18,298
+673
| +4% | +$24.3K | 0.07% | 160 |
|
|
2015
Q1 | $665K | Hold |
17,625
| – | – | 0.07% | 161 |
|
|
2014
Q4 | $700K | Hold |
17,625
| – | – | 0.07% | 163 |
|
|
2014
Q3 | $669K | Hold |
17,625
| – | – | 0.07% | 166 |
|
|
2014
Q2 | $660K | Hold |
17,625
| – | – | 0.07% | 171 |
|
|
2014
Q1 | $637K | Sell |
17,625
-175
| -1% | -$6.33K | 0.07% | 177 |
|
|
2013
Q4 | $643K | Hold |
17,800
| – | – | 0.06% | 198 |
|
|
2013
Q3 | $567K | Sell |
17,800
-146,260
| -89% | -$4.66M | 0.06% | 202 |
|
|
2013
Q2 | $5.6M | Buy |
+164,060
| New | +$5.6M | 0.65% | 53 |
|