Clifford Swan Investment Counsel’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $20.3M | Buy |
267,822
+17,383
| +7% | +$1.32M | 0.72% | 41 |
|
2025
Q1 | $18.8M | Buy |
250,439
+35,012
| +16% | +$2.63M | 0.69% | 45 |
|
2024
Q4 | $16.5M | Buy |
215,427
+23,047
| +12% | +$1.76M | 0.59% | 53 |
|
2024
Q3 | $15M | Buy |
192,380
+22,453
| +13% | +$1.75M | 0.53% | 63 |
|
2024
Q2 | $12.1M | Sell |
169,927
-428
| -0.3% | -$30.6K | 0.45% | 63 |
|
2024
Q1 | $13.8M | Sell |
170,355
-7,361
| -4% | -$598K | 0.51% | 64 |
|
2023
Q4 | $13M | Sell |
177,716
-522
| -0.3% | -$38.2K | 0.51% | 63 |
|
2023
Q3 | $11.8M | Sell |
178,238
-2,296
| -1% | -$152K | 0.49% | 63 |
|
2023
Q2 | $13.4M | Sell |
180,534
-952
| -0.5% | -$70.6K | 0.54% | 59 |
|
2023
Q1 | $14M | Sell |
181,486
-152
| -0.1% | -$11.7K | 0.59% | 56 |
|
2022
Q4 | $13.9M | Sell |
181,638
-332
| -0.2% | -$25.4K | 0.6% | 56 |
|
2022
Q3 | $12.9M | Sell |
181,970
-2,212
| -1% | -$156K | 0.6% | 54 |
|
2022
Q2 | $15.6M | Buy |
184,182
+42
| +0% | +$3.56K | 0.68% | 48 |
|
2022
Q1 | $15M | Sell |
184,140
-89
| -0% | -$7.27K | 0.56% | 53 |
|
2021
Q4 | $14.5M | Sell |
184,229
-400
| -0.2% | -$31.4K | 0.51% | 59 |
|
2021
Q3 | $14.5M | Buy |
184,629
+2,821
| +2% | +$221K | 0.53% | 56 |
|
2021
Q2 | $13M | Sell |
181,808
-8,882
| -5% | -$637K | 0.5% | 63 |
|
2021
Q1 | $15M | Sell |
190,690
-41
| -0% | -$3.23K | 0.62% | 50 |
|
2020
Q4 | $14.2M | Sell |
190,731
-10,302
| -5% | -$765K | 0.62% | 47 |
|
2020
Q3 | $12.5M | Sell |
201,033
-3,448
| -2% | -$215K | 0.6% | 51 |
|
2020
Q2 | $11.2M | Sell |
204,481
-10,629
| -5% | -$581K | 0.57% | 55 |
|
2020
Q1 | $9.82M | Buy |
215,110
+30,358
| +16% | +$1.39M | 0.6% | 58 |
|
2019
Q4 | $15.8M | Sell |
184,752
-3,928
| -2% | -$336K | 0.76% | 43 |
|
2019
Q3 | $15M | Sell |
188,680
-2,503
| -1% | -$199K | 0.78% | 43 |
|
2019
Q2 | $13.5M | Sell |
191,183
-645
| -0.3% | -$45.6K | 0.71% | 48 |
|
2019
Q1 | $12.8M | Sell |
191,828
-2,310
| -1% | -$154K | 0.69% | 49 |
|
2018
Q4 | $12.2M | Sell |
194,138
-5,760
| -3% | -$361K | 0.74% | 47 |
|
2018
Q3 | $14.6M | Sell |
199,898
-3,620
| -2% | -$265K | 0.76% | 47 |
|
2018
Q2 | $13.9M | Sell |
203,518
-2,360
| -1% | -$161K | 0.78% | 44 |
|
2018
Q1 | $12.3M | Sell |
205,878
-630
| -0.3% | -$37.8K | 0.7% | 51 |
|
2017
Q4 | $12.5M | Buy |
206,508
+13,070
| +7% | +$794K | 0.68% | 53 |
|
2017
Q3 | $10.4M | Sell |
193,438
-908
| -0.5% | -$49K | 0.63% | 57 |
|
2017
Q2 | $9.78M | Sell |
194,346
-5,480
| -3% | -$276K | 0.61% | 58 |
|
2017
Q1 | $10.4M | Sell |
199,826
-8,225
| -4% | -$427K | 0.66% | 52 |
|
2016
Q4 | $11.5M | Sell |
208,051
-3,675
| -2% | -$203K | 0.77% | 47 |
|
2016
Q3 | $10.4M | Sell |
211,726
-27,421
| -11% | -$1.34M | 0.7% | 52 |
|
2016
Q2 | $12.1M | Sell |
239,147
-13,506
| -5% | -$685K | 0.84% | 42 |
|
2016
Q1 | $11.8M | Sell |
252,653
-39,853
| -14% | -$1.86M | 0.8% | 44 |
|
2015
Q4 | $12M | Sell |
292,506
-26,137
| -8% | -$1.07M | 0.82% | 42 |
|
2015
Q3 | $12.4M | Sell |
318,643
-11,280
| -3% | -$440K | 0.89% | 40 |
|
2015
Q2 | $11.9M | Sell |
329,923
-1,100
| -0.3% | -$39.7K | 0.8% | 46 |
|
2015
Q1 | $12.5M | Sell |
331,023
-2,490
| -0.7% | -$93.9K | 0.82% | 44 |
|
2014
Q4 | $13.2M | Sell |
333,513
-2,250
| -0.7% | -$89.3K | 0.87% | 39 |
|
2014
Q3 | $12.7M | Sell |
335,763
-1,485
| -0.4% | -$56.4K | 0.87% | 39 |
|
2014
Q2 | $12.6M | Sell |
337,248
-950
| -0.3% | -$35.6K | 0.85% | 41 |
|
2014
Q1 | $12.2M | Buy |
338,198
+22,278
| +7% | +$805K | 0.86% | 42 |
|
2013
Q4 | $11.4M | Sell |
315,920
-13,350
| -4% | -$482K | 0.82% | 44 |
|
2013
Q3 | $10.5M | Sell |
329,270
-8,330
| -2% | -$265K | 0.84% | 43 |
|
2013
Q2 | $11.5M | Buy |
+337,600
| New | +$11.5M | 0.96% | 37 |
|