Cornerstone Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $627K | Sell |
8,282
-1,461
| -15% | -$111K | 0.04% | 346 |
|
|
2025
Q1 | $731K | Buy |
9,743
+556
| +6% | +$41.7K | 0.05% | 304 |
|
|
2024
Q4 | $702K | Sell |
9,187
-353
| -4% | -$27K | 0.05% | 298 |
|
|
2024
Q3 | $745K | Buy |
9,540
+331
| +4% | +$25.8K | 0.05% | 265 |
|
|
2024
Q2 | $657K | Buy |
9,209
+766
| +9% | +$54.7K | 0.05% | 272 |
|
|
2024
Q1 | $685K | Sell |
8,443
-1,142
| -12% | -$92.7K | 0.06% | 265 |
|
|
2023
Q4 | $701K | Buy |
9,585
+1,446
| +18% | +$106K | 0.06% | 253 |
|
|
2023
Q3 | $538K | Buy |
8,139
+133
| +2% | +$8.79K | 0.05% | 286 |
|
|
2023
Q2 | $594K | Buy |
8,006
+1,148
| +17% | +$85.2K | 0.05% | 268 |
|
|
2023
Q1 | $530K | Buy |
+6,858
| New | +$530K | 0.05% | 278 |
|
|
2022
Q3 | $407K | Buy |
5,761
+312
| +6% | +$22K | 0.05% | 295 |
|
|
2022
Q2 | $462K | Buy |
5,449
+2,408
| +79% | +$204K | 0.05% | 276 |
|
|
2022
Q1 | $248K | Sell |
3,041
-267
| -8% | -$21.8K | 0.02% | 411 |
|
|
2021
Q4 | $259K | Buy |
3,308
+67
| +2% | +$5.25K | 0.02% | 428 |
|
|
2021
Q3 | $254K | Buy |
3,241
+17
| +0.5% | +$1.33K | 0.03% | 387 |
|
|
2021
Q2 | $251K | Hold |
3,224
| – | – | 0.03% | 402 |
|
|
2021
Q1 | $254K | Sell |
3,224
-1,616
| -33% | -$127K | 0.03% | 382 |
|
|
2020
Q4 | $359K | Sell |
4,840
-692
| -13% | -$51.3K | 0.05% | 301 |
|
|
2020
Q3 | $344K | Buy |
5,532
+1,265
| +30% | +$78.7K | 0.05% | 272 |
|
|
2020
Q2 | $233K | Buy |
+4,267
| New | +$233K | 0.04% | 328 |
|
|
2019
Q2 | – | Sell |
-1,687
| Closed | -$506K | – | 484 |
|
|
2019
Q1 | $506K | Buy |
+1,687
| New | +$506K | 0.06% | 275 |
|
|
2018
Q4 | – | Sell |
-61,796
| Closed | -$1.15M | – | 1041 |
|
|
2018
Q3 | $1.15M | Sell |
61,796
-44,862
| -42% | -$831K | 0.01% | 673 |
|
|
2018
Q2 | $1.57M | Buy |
+106,658
| New | +$1.57M | 0.02% | 613 |
|
|
2017
Q3 | – | Sell |
-7,000
| Closed | -$343K | – | 408 |
|
|
2017
Q2 | $343K | Sell |
7,000
-393
| -5% | -$19.3K | 0.08% | 251 |
|
|
2017
Q1 | $379K | Buy |
7,393
+776
| +12% | +$39.8K | 0.09% | 217 |
|
|
2016
Q4 | $364K | Hold |
6,617
| – | – | 0.12% | 165 |
|
|
2016
Q3 | $319K | Buy |
+6,617
| New | +$319K | 0.12% | 173 |
|