Chicago Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $379K | Buy |
5,002
+452
| +10% | +$34.2K | 0.05% | 282 |
|
2025
Q1 | $341K | Hold |
4,550
| – | – | 0.06% | 259 |
|
2024
Q4 | $348K | Sell |
4,550
-885
| -16% | -$67.7K | 0.06% | 251 |
|
2024
Q3 | $424K | Buy |
5,435
+1,650
| +44% | +$129K | 0.07% | 231 |
|
2024
Q2 | $270K | Hold |
3,785
| – | – | 0.05% | 260 |
|
2024
Q1 | $307K | Sell |
3,785
-18
| -0.5% | -$1.46K | 0.06% | 229 |
|
2023
Q4 | $278K | Buy |
+3,803
| New | +$278K | 0.06% | 237 |
|
2023
Q3 | – | Sell |
-3,021
| Closed | -$224K | – | 306 |
|
2023
Q2 | $224K | Buy |
3,021
+159
| +6% | +$11.8K | 0.05% | 278 |
|
2023
Q1 | $221K | Hold |
2,862
| – | – | 0.06% | 280 |
|
2022
Q4 | $218K | Sell |
2,862
-333
| -10% | -$25.4K | 0.05% | 283 |
|
2022
Q3 | $226K | Sell |
3,195
-76
| -2% | -$5.38K | 0.06% | 271 |
|
2022
Q2 | $277K | Sell |
3,271
-1,486
| -31% | -$126K | 0.07% | 239 |
|
2022
Q1 | $389K | Sell |
4,757
-540
| -10% | -$44.2K | 0.08% | 218 |
|
2021
Q4 | $416K | Sell |
5,297
-350
| -6% | -$27.5K | 0.08% | 222 |
|
2021
Q3 | $443K | Buy |
5,647
+32
| +0.6% | +$2.51K | 0.1% | 206 |
|
2021
Q2 | $437K | Buy |
5,615
+518
| +10% | +$40.3K | 0.1% | 199 |
|
2021
Q1 | $402K | Buy |
5,097
+1,765
| +53% | +$139K | 0.14% | 130 |
|
2020
Q4 | $247K | Buy |
+3,332
| New | +$247K | 0.08% | 198 |
|
2020
Q2 | – | Sell |
-6,952
| Closed | -$317K | – | 174 |
|
2020
Q1 | $317K | Buy |
+6,952
| New | +$317K | 0.16% | 121 |
|