Crewe Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.8K | Sell |
1,080
-17
| -2% | -$1.29K | 0.01% | 241 |
|
2025
Q1 | $82.3K | Sell |
1,097
-88
| -7% | -$6.6K | 0.01% | 221 |
|
2024
Q4 | $90.6K | Sell |
1,185
-301
| -20% | -$23K | 0.01% | 220 |
|
2024
Q3 | $116K | Sell |
1,486
-126
| -8% | -$9.84K | 0.01% | 212 |
|
2024
Q2 | $115K | Buy |
1,612
+328
| +26% | +$23.4K | 0.01% | 247 |
|
2024
Q1 | $104K | Buy |
+1,284
| New | +$104K | 0.01% | 266 |
|
2023
Q3 | – | Sell |
-805
| Closed | -$59.7K | – | 875 |
|
2023
Q2 | $59.7K | Sell |
805
-623
| -44% | -$46.2K | 0.01% | 255 |
|
2023
Q1 | $110K | Buy |
1,428
+706
| +98% | +$54.5K | 0.02% | 216 |
|
2022
Q4 | $55.2K | Buy |
722
+138
| +24% | +$10.6K | 0.01% | 297 |
|
2022
Q3 | $41K | Sell |
584
-186
| -24% | -$13.1K | 0.01% | 340 |
|
2022
Q2 | $65K | Buy |
+770
| New | +$65K | 0.01% | 264 |
|
2020
Q4 | – | Sell |
-71
| Closed | -$4K | – | 631 |
|
2020
Q3 | $4K | Buy |
+71
| New | +$4K | ﹤0.01% | 416 |
|
2020
Q1 | – | Sell |
-38
| Closed | -$3K | – | 239 |
|
2019
Q4 | $3K | Buy |
+38
| New | +$3K | ﹤0.01% | 228 |
|
2019
Q1 | – | Sell |
-50
| Closed | -$3K | – | 271 |
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 212 |
|
2018
Q3 | $4K | Hold |
50
| – | – | ﹤0.01% | 221 |
|
2018
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
2018
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 251 |
|
2017
Q4 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 250 |
|