CSM 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 | $9.81M | Buy |
129,460
+2,240
| +2% | +$170K | 0.29% | 99 |
|
|
2025
Q1 | $9.55M | Sell |
127,220
-2,130
| -2% | -$160K | 0.52% | 46 |
|
|
2024
Q4 | $9.89M | Buy |
129,350
+210
| +0.2% | +$16.1K | 0.46% | 51 |
|
|
2024
Q3 | $10.1M | Sell |
129,140
-2,193
| -2% | -$171K | 0.66% | 52 |
|
|
2024
Q2 | $9.38M | Sell |
131,333
-10
| -0% | -$714 | 0.66% | 47 |
|
|
2024
Q1 | $10.7M | Buy |
131,343
+128,520
| +4,553% | +$10.4M | 0.7% | 48 |
|
|
2023
Q4 | $206K | Buy |
+2,823
| New | +$206K | 0.01% | 140 |
|
|
2023
Q3 | – | Sell |
-3,523
| Closed | -$261K | – | 147 |
|
|
2023
Q2 | $261K | Sell |
3,523
-1,000
| -22% | -$74.1K | 0.02% | 137 |
|
|
2023
Q1 | $349K | Hold |
4,523
| – | – | 0.03% | 128 |
|
|
2022
Q4 | $346K | Hold |
4,523
| – | – | 0.03% | 124 |
|
|
2022
Q3 | $320K | Hold |
4,523
| – | – | 0.04% | 121 |
|
|
2022
Q2 | $383K | Hold |
4,523
| – | – | 0.04% | 111 |
|
|
2022
Q1 | $369K | Hold |
4,523
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $355K | Hold |
4,523
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $355K | Sell |
4,523
-2,000
| -31% | -$157K | 0.03% | 138 |
|
|
2021
Q2 | $507K | Buy |
+6,523
| New | +$507K | 0.03% | 133 |
|