Choate Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
4,888
-62
| -1% | -$4.7K | 0.01% | 310 |
|
|
2025
Q1 | $371K | Buy |
4,950
+3
| +0.1% | +$225 | 0.01% | 298 |
|
|
2024
Q4 | $378K | Buy |
4,947
+358
| +8% | +$27.4K | 0.01% | 298 |
|
|
2024
Q3 | $358K | Sell |
4,589
-8,019
| -64% | -$626K | 0.01% | 295 |
|
|
2024
Q2 | $900K | Buy |
12,608
+23
| +0.2% | +$1.64K | 0.02% | 200 |
|
|
2024
Q1 | $1.02M | Buy |
12,585
+8
| +0.1% | +$649 | 0.03% | 199 |
|
|
2023
Q4 | $920K | Sell |
12,577
-164
| -1% | -$12K | 0.03% | 193 |
|
|
2023
Q3 | $842K | Buy |
+12,741
| New | +$842K | 0.03% | 187 |
|
|
2021
Q2 | – | Sell |
-3,119
| Closed | -$246K | – | 369 |
|
|
2021
Q1 | $246K | Buy |
+3,119
| New | +$246K | 0.02% | 236 |
|
|
2020
Q1 | – | Sell |
-2,461
| Closed | -$211K | – | 247 |
|
|
2019
Q4 | $211K | Buy |
+2,461
| New | +$211K | 0.01% | 219 |
|
|
2017
Q4 | – | Sell |
-4,386
| Closed | -$237K | – | 246 |
|
|
2017
Q3 | $237K | Buy |
4,386
+14
| +0.3% | +$755 | 0.01% | 224 |
|
|
2017
Q2 | $220K | Sell |
4,372
-800
| -15% | -$40.3K | 0.01% | 230 |
|
|
2017
Q1 | $269K | Buy |
+5,172
| New | +$269K | 0.02% | 220 |
|