CPA 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
Q2 | $1.01M | Sell |
13,387
-908
| -6% | -$68.8K | 0.43% | 38 |
|
2025
Q1 | $1.07M | Sell |
14,295
-3,176
| -18% | -$238K | 0.47% | 38 |
|
2024
Q4 | $1.34M | Sell |
17,471
-6,355
| -27% | -$486K | 0.62% | 29 |
|
2024
Q3 | $1.86M | Hold |
23,826
| – | – | 0.9% | 23 |
|
2024
Q2 | $1.7M | Sell |
23,826
-3,631
| -13% | -$259K | 0.91% | 22 |
|
2024
Q1 | $2.23M | Hold |
27,457
| – | – | 1.25% | 20 |
|
2023
Q4 | $2.01M | Hold |
27,457
| – | – | 1.22% | 18 |
|
2023
Q3 | $1.81M | Hold |
27,457
| – | – | 1.27% | 19 |
|
2023
Q2 | $2.04M | Hold |
27,457
| – | – | 1.46% | 16 |
|
2023
Q1 | $2.12M | Hold |
27,457
| – | – | 1.58% | 15 |
|
2022
Q4 | $2.1M | Buy |
+27,457
| New | +$2.1M | 1.6% | 16 |
|