Cumberland Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-37,650
| Closed | -$2.69M | – | 193 |
|
2024
Q2 | $2.69M | Buy |
37,650
+31,650
| +528% | +$2.26M | 0.2% | 78 |
|
2024
Q1 | $487K | Buy |
+6,000
| New | +$487K | 0.04% | 160 |
|
2023
Q1 | – | Sell |
-42,580
| Closed | -$3.26M | – | 189 |
|
2022
Q4 | $3.26M | Sell |
42,580
-23,300
| -35% | -$1.78M | 0.34% | 64 |
|
2022
Q3 | $4.66M | Buy |
+65,880
| New | +$4.66M | 0.49% | 46 |
|