Clearstead Advisors’s Sysco SYY Stock Holding History

Clearstead Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.91M	Buy	25,265 +788	+3%	+$59.7K	0.03%	321
2025 Q1	$1.84M	Sell	24,477 -2,760	-10%	-$207K	0.03%	312
2024 Q4	$2.08M	Buy	27,237 +999	+4%	+$76.4K	0.03%	289
2024 Q3	$2.05M	Sell	26,238 -412	-2%	-$32.2K	0.03%	294
2024 Q2	$1.9M	Buy	26,650 +7,728	+41%	+$552K	0.03%	285
2024 Q1	$1.43M	Sell	18,922 -30	-0.2%	-$2.27K	0.07%	188
2023 Q4	$1.39M	Sell	18,952 -24,311	-56%	-$1.78M	0.07%	184
2023 Q3	$2.86M	Buy	43,263 +24,357	+129%	+$1.61M	0.08%	168
2023 Q2	$1.4M	Sell	18,906 -1,620	-8%	-$120K	0.09%	168
2023 Q1	$1.59M	Sell	20,526 -545	-3%	-$42.1K	0.12%	142
2022 Q4	$1.61M	Sell	21,071 -117	-0.6%	-$8.95K	0.13%	136
2022 Q3	$1.5M	Sell	21,188 -6,337	-23%	-$448K	0.14%	132
2022 Q2	$2.33M	Sell	27,525 -123	-0.4%	-$10.4K	0.18%	105
2022 Q1	$2.26M	Buy	27,648 +941	+4%	+$76.8K	0.15%	113
2021 Q4	$2.1M	Buy	26,707 +560	+2%	+$44K	0.14%	119
2021 Q3	$2.05M	Sell	26,147 -8	-0%	-$628	0.15%	112
2021 Q2	$2.03M	Buy	26,155 +53	+0.2%	+$4.12K	0.16%	110
2021 Q1	$2.06M	Buy	26,102 +2,003	+8%	+$158K	0.17%	106
2020 Q4	$1.79M	Buy	24,099 +4,525	+23%	+$336K	0.16%	106
2020 Q3	$1.22M	Sell	19,574 -930	-5%	-$57.9K	0.13%	123
2020 Q2	$1.12M	Buy	20,504 +825	+4%	+$45.1K	0.13%	122
2020 Q1	$898K	Hold	19,679	–	–	0.13%	122
2019 Q4	$1.68M	Buy	19,679 +1,000	+5%	+$85.5K	0.2%	96
2019 Q3	$1.48M	Sell	18,679 -1,000	-5%	-$79.4K	0.2%	95
2019 Q2	$1.39M	Hold	19,679	–	–	0.19%	97
2019 Q1	$1.31M	Buy	19,679 +205	+1%	+$13.7K	0.18%	95
2018 Q4	$1.22M	Buy	19,474 +340	+2%	+$21.3K	0.19%	92
2018 Q3	$1.4M	Hold	19,134	–	–	0.19%	90
2018 Q2	$1.31M	Buy	19,134 +134	+0.7%	+$9.15K	0.19%	87
2018 Q1	$1.14M	Hold	19,000	–	–	0.17%	97
2017 Q4	$1.15M	Sell	19,000 -408	-2%	-$24.8K	0.16%	98
2017 Q3	$1.05M	Sell	19,408 -303	-2%	-$16.3K	0.14%	116
2017 Q2	$992K	Buy	19,711 +1,303	+7%	+$65.6K	0.14%	106
2017 Q1	$956K	Hold	18,408	–	–	0.14%	104
2016 Q4	$1.02M	Buy	+18,408	New	+$1.02M	0.16%	89