Cypress Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Buy |
+3,887
| New | +$294K | 0.05% | 238 |
|
|
2021
Q2 | – | Sell |
-2,834
| Closed | -$223K | – | 304 |
|
|
2021
Q1 | $223K | Hold |
2,834
| – | – | 0.05% | 264 |
|
|
2020
Q4 | $210K | Buy |
+2,834
| New | +$210K | 0.05% | 268 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$248K | – | 271 |
|
|
2019
Q4 | $248K | Sell |
2,900
-120
| -4% | -$10.3K | 0.06% | 213 |
|
|
2019
Q3 | $240K | Sell |
3,020
-323
| -10% | -$25.7K | 0.07% | 213 |
|
|
2019
Q2 | $236K | Hold |
3,343
| – | – | 0.07% | 221 |
|
|
2019
Q1 | $223K | Sell |
3,343
-14
| -0.4% | -$934 | 0.07% | 221 |
|
|
2018
Q4 | $210K | Buy |
3,357
+23
| +0.7% | +$1.44K | 0.08% | 191 |
|
|
2018
Q3 | $244K | Hold |
3,334
| – | – | 0.09% | 187 |
|
|
2018
Q2 | $228K | Hold |
3,334
| – | – | 0.09% | 195 |
|
|
2018
Q1 | $200K | Hold |
3,334
| – | – | 0.09% | 180 |
|
|
2017
Q4 | $202K | Buy |
+3,334
| New | +$202K | 0.08% | 193 |
|