Creative Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Buy |
245,093
+70,221
| +40% | +$5.32M | 0.02% | 356 |
|
|
2025
Q1 | $13.1M | Sell |
174,872
-27,934
| -14% | -$2.1M | 0.01% | 416 |
|
|
2024
Q4 | $15.5M | Buy |
202,806
+5,930
| +3% | +$453K | 0.02% | 344 |
|
|
2024
Q3 | $15.4M | Buy |
196,876
+6,814
| +4% | +$532K | 0.02% | 332 |
|
|
2024
Q2 | $13.6M | Sell |
190,062
-1,321
| -0.7% | -$94.3K | 0.01% | 341 |
|
|
2024
Q1 | $15.5M | Buy |
191,383
+3,400
| +2% | +$276K | 0.02% | 310 |
|
|
2023
Q4 | $13.7M | Buy |
187,983
+21,832
| +13% | +$1.6M | 0.03% | 316 |
|
|
2023
Q3 | $11M | Buy |
166,151
+25,355
| +18% | +$1.67M | 0.01% | 339 |
|
|
2023
Q2 | $10.4M | Buy |
140,796
+7,659
| +6% | +$568K | 0.01% | 340 |
|
|
2023
Q1 | $10.3M | Sell |
133,137
-39,699
| -23% | -$3.07M | 0.01% | 331 |
|
|
2022
Q4 | $13.2M | Sell |
172,836
-935
| -0.5% | -$71.5K | 0.02% | 274 |
|
|
2022
Q3 | $12.3M | Buy |
173,771
+3,185
| +2% | +$225K | 0.02% | 265 |
|
|
2022
Q2 | $14.5M | Buy |
170,586
+4,670
| +3% | +$396K | 0.02% | 248 |
|
|
2022
Q1 | $13.5M | Buy |
165,916
+40,857
| +33% | +$3.34M | 0.02% | 276 |
|
|
2021
Q4 | $9.82M | Sell |
125,059
-1,200
| -1% | -$94.3K | 0.02% | 286 |
|
|
2021
Q3 | $9.91M | Sell |
126,259
-847
| -0.7% | -$66.5K | 0.02% | 270 |
|
|
2021
Q2 | $9.88M | Sell |
127,106
-11,845
| -9% | -$921K | 0.02% | 266 |
|
|
2021
Q1 | $10.9M | Buy |
138,951
+3,792
| +3% | +$299K | 0.02% | 256 |
|
|
2020
Q4 | $10M | Sell |
135,159
-1,045
| -0.8% | -$77.6K | 0.02% | 252 |
|
|
2020
Q3 | $8.55M | Buy |
136,204
+9,230
| +7% | +$580K | 0.02% | 232 |
|
|
2020
Q2 | $6.94M | Sell |
126,974
-858
| -0.7% | -$46.9K | 0.02% | 234 |
|
|
2020
Q1 | $5.83M | Sell |
127,832
-4,596
| -3% | -$210K | 0.02% | 235 |
|
|
2019
Q4 | $11.3M | Buy |
132,428
+22
| +0% | +$1.88K | 0.03% | 171 |
|
|
2019
Q3 | $10.5M | Buy |
132,406
+3,278
| +3% | +$260K | 0.03% | 173 |
|
|
2019
Q2 | $9.13M | Sell |
129,128
-389
| -0.3% | -$27.5K | 0.03% | 194 |
|
|
2019
Q1 | $8.65M | Sell |
129,517
-3,959
| -3% | -$264K | 0.03% | 185 |
|
|
2018
Q4 | $8.36M | Buy |
133,476
+621
| +0.5% | +$38.9K | 0.03% | 168 |
|
|
2018
Q3 | $9.73M | Buy |
132,855
+36,155
| +37% | +$2.65M | 0.04% | 168 |
|
|
2018
Q2 | $6.6M | Sell |
96,700
-13,048
| -12% | -$891K | 0.03% | 209 |
|
|
2018
Q1 | $6.58M | Sell |
109,748
-2,626
| -2% | -$157K | 0.03% | 197 |
|
|
2017
Q4 | $6.82M | Sell |
112,374
-4,717
| -4% | -$286K | 0.03% | 184 |
|
|
2017
Q3 | $6.32M | Buy |
117,091
+7,408
| +7% | +$400K | 0.03% | 194 |
|
|
2017
Q2 | $5.52M | Sell |
109,683
-1,017
| -0.9% | -$51.2K | 0.03% | 204 |
|
|
2017
Q1 | $5.75M | Buy |
110,700
+1,648
| +2% | +$85.6K | 0.03% | 194 |
|
|
2016
Q4 | $6.04M | Buy |
109,052
+1,950
| +2% | +$108K | 0.04% | 186 |
|
|
2016
Q3 | $5.25M | Buy |
107,102
+1,518
| +1% | +$74.4K | 0.03% | 188 |
|
|
2016
Q2 | $5.36M | Buy |
105,584
+4,876
| +5% | +$247K | 0.04% | 164 |
|
|
2016
Q1 | $4.71M | Sell |
100,708
-1,423
| -1% | -$66.5K | 0.04% | 167 |
|
|
2015
Q4 | $4.19M | Buy |
102,131
+59,550
| +140% | +$2.44M | 0.03% | 188 |
|
|
2015
Q3 | $1.66M | Buy |
42,581
+4,232
| +11% | +$165K | 0.01% | 338 |
|
|
2015
Q2 | $1.38M | Sell |
38,349
-2,563
| -6% | -$92.5K | 0.01% | 380 |
|
|
2015
Q1 | $1.54M | Buy |
40,912
+1,604
| +4% | +$60.5K | 0.01% | 340 |
|
|
2014
Q4 | $1.56M | Buy |
39,308
+12,760
| +48% | +$506K | 0.02% | 332 |
|
|
2014
Q3 | $1.01M | Buy |
26,548
+7,372
| +38% | +$280K | 0.01% | 401 |
|
|
2014
Q2 | $718K | Sell |
19,176
-440
| -2% | -$16.5K | 0.01% | 504 |
|
|
2014
Q1 | $709K | Buy |
19,616
+532
| +3% | +$19.2K | 0.01% | 490 |
|
|
2013
Q4 | $689K | Buy |
19,084
+920
| +5% | +$33.2K | 0.01% | 424 |
|
|
2013
Q3 | $578K | Buy |
18,164
+3,787
| +26% | +$121K | 0.01% | 409 |
|
|
2013
Q2 | $491K | Buy |
+14,377
| New | +$491K | 0.01% | 409 |
|