Cobblestone Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,165
| Closed | -$318K | – | 305 |
|
|
2024
Q4 | $318K | Sell |
4,165
-6
| -0.1% | -$459 | 0.02% | 231 |
|
|
2024
Q3 | $326K | Buy |
4,171
+6
| +0.1% | +$468 | 0.02% | 229 |
|
|
2024
Q2 | $297K | Buy |
4,165
+65
| +2% | +$4.64K | 0.02% | 228 |
|
|
2024
Q1 | $333K | Hold |
4,100
| – | – | 0.02% | 220 |
|
|
2023
Q4 | $300K | Sell |
4,100
-40
| -1% | -$2.93K | 0.02% | 222 |
|
|
2023
Q3 | $273K | Buy |
4,140
+800
| +24% | +$52.8K | 0.02% | 220 |
|
|
2023
Q2 | $248K | Hold |
3,340
| – | – | 0.02% | 238 |
|
|
2023
Q1 | $258K | Hold |
3,340
| – | – | 0.02% | 230 |
|
|
2022
Q4 | $255K | Sell |
3,340
-230
| -6% | -$17.6K | 0.02% | 231 |
|
|
2022
Q3 | $252K | Hold |
3,570
| – | – | 0.02% | 215 |
|
|
2022
Q2 | $302K | Buy |
3,570
+976
| +38% | +$82.6K | 0.02% | 204 |
|
|
2022
Q1 | $212K | Hold |
2,594
| – | – | 0.01% | 244 |
|
|
2021
Q4 | $204K | Buy |
+2,594
| New | +$204K | 0.01% | 251 |
|