Columbia Asset Management’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 |
-3,000
| Closed | -$229K | – | 197 |
|
|
2024
Q4 | $229K | Hold |
3,000
| – | – | 0.04% | 157 |
|
|
2024
Q3 | $234K | Sell |
3,000
-600
| -17% | -$46.8K | 0.04% | 168 |
|
|
2024
Q2 | $257K | Hold |
3,600
| – | – | 0.05% | 159 |
|
|
2024
Q1 | $263K | Hold |
3,600
| – | – | 0.05% | 149 |
|
|
2023
Q4 | $263K | Hold |
3,600
| – | – | 0.05% | 149 |
|
|
2023
Q3 | $238K | Sell |
3,600
-188
| -5% | -$12.4K | 0.05% | 147 |
|
|
2023
Q2 | $281K | Hold |
3,788
| – | – | 0.06% | 144 |
|
|
2023
Q1 | $293K | Hold |
3,788
| – | – | 0.07% | 139 |
|
|
2022
Q4 | $290K | Hold |
3,788
| – | – | 0.07% | 135 |
|
|
2022
Q3 | $268K | Sell |
3,788
-600
| -14% | -$42.5K | 0.07% | 141 |
|
|
2022
Q2 | $372K | Buy |
+4,388
| New | +$372K | 0.09% | 128 |
|
|
2021
Q4 | $372K | Hold |
4,738
| – | – | 0.08% | 147 |
|
|
2021
Q3 | $372K | Hold |
4,738
| – | – | 0.08% | 139 |
|
|
2021
Q2 | $368K | Sell |
4,738
-3,125
| -40% | -$243K | 0.08% | 141 |
|
|
2021
Q1 | $619K | Sell |
7,863
-2,650
| -25% | -$209K | 0.11% | 113 |
|
|
2020
Q4 | $781K | Buy |
10,513
+2,500
| +31% | +$186K | 0.16% | 102 |
|
|
2020
Q3 | $499K | Sell |
8,013
-487
| -6% | -$30.3K | 0.11% | 110 |
|
|
2020
Q2 | $465K | Buy |
8,500
+650
| +8% | +$35.6K | 0.11% | 112 |
|
|
2020
Q1 | $358K | Sell |
7,850
-5,660
| -42% | -$258K | 0.09% | 113 |
|
|
2019
Q4 | $11.6K | Hold |
13,510
| – | – | 0.28% | 76 |
|
|
2019
Q3 | $1.07M | Sell |
13,510
-100
| -0.7% | -$7.94K | 0.28% | 77 |
|
|
2019
Q2 | $962K | Sell |
13,610
-200
| -1% | -$14.1K | 0.25% | 79 |
|
|
2019
Q1 | $922K | Hold |
13,810
| – | – | 0.25% | 79 |
|
|
2018
Q4 | $865K | Hold |
13,810
| – | – | 0.26% | 78 |
|
|
2018
Q3 | $1.01M | Hold |
13,810
| – | – | 0.26% | 82 |
|
|
2018
Q2 | $943K | Sell |
13,810
-175
| -1% | -$12K | 0.27% | 82 |
|
|
2018
Q1 | $839K | Hold |
13,985
| – | – | 0.25% | 87 |
|
|
2017
Q4 | $849K | Hold |
13,985
| – | – | 0.24% | 90 |
|
|
2017
Q3 | $754K | Buy |
13,985
+305
| +2% | +$16.4K | 0.23% | 99 |
|
|
2017
Q2 | $688K | Sell |
13,680
-800
| -6% | -$40.2K | 0.22% | 102 |
|
|
2017
Q1 | $751K | Sell |
14,480
-1,434
| -9% | -$74.4K | 0.25% | 88 |
|
|
2016
Q4 | $881K | Sell |
15,914
-1,510
| -9% | -$83.6K | 0.3% | 78 |
|
|
2016
Q3 | $854K | Sell |
17,424
-971
| -5% | -$47.6K | 0.3% | 83 |
|
|
2016
Q2 | $933K | Hold |
18,395
| – | – | 0.33% | 76 |
|
|
2016
Q1 | $859K | Sell |
18,395
-210
| -1% | -$9.81K | 0.32% | 80 |
|
|
2015
Q4 | $763K | Sell |
18,605
-330
| -2% | -$13.5K | 0.31% | 87 |
|
|
2015
Q3 | $738K | Buy |
18,935
+375
| +2% | +$14.6K | 0.3% | 87 |
|
|
2015
Q2 | $670K | Sell |
18,560
-665
| -3% | -$24K | 0.26% | 101 |
|
|
2015
Q1 | $725K | Sell |
19,225
-2,215
| -10% | -$83.5K | 0.27% | 102 |
|
|
2014
Q4 | $851K | Sell |
21,440
-1,200
| -5% | -$47.6K | 0.33% | 84 |
|
|
2014
Q3 | $859K | Sell |
22,640
-350
| -2% | -$13.3K | 0.35% | 81 |
|
|
2014
Q2 | $861K | Sell |
22,990
-1,460
| -6% | -$54.7K | 0.35% | 81 |
|
|
2014
Q1 | $883K | Sell |
24,450
-60
| -0.2% | -$2.17K | 0.38% | 75 |
|
|
2013
Q4 | $885K | Buy |
+24,510
| New | +$885K | 0.39% | 76 |
|