DBIA
Dumont & Blake Investment Advisors’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
16,079
-70
| -0.4% | -$5.3K | 0.32% | 79 |
|
|
2025
Q1 | $1.21M | Sell |
16,149
-35
| -0.2% | -$2.63K | 0.34% | 76 |
|
|
2024
Q4 | $1.24M | Sell |
16,184
-30
| -0.2% | -$2.29K | 0.33% | 76 |
|
|
2024
Q3 | $1.27M | Sell |
16,214
-16,320
| -50% | -$1.27M | 0.34% | 78 |
|
|
2024
Q2 | $2.32M | Buy |
32,534
+16,227
| +100% | +$1.16M | 0.33% | 79 |
|
|
2024
Q1 | $1.32M | Buy |
16,307
+163
| +1% | +$13.2K | 0.38% | 70 |
|
|
2023
Q4 | $1.18M | Sell |
16,144
-929
| -5% | -$68K | 0.37% | 73 |
|
|
2023
Q3 | $1.13M | Buy |
17,073
+104
| +0.6% | +$6.87K | 0.38% | 74 |
|
|
2023
Q2 | $1.26M | Sell |
16,969
-596
| -3% | -$44.2K | 0.41% | 71 |
|
|
2023
Q1 | $1.36M | Sell |
17,565
-90
| -0.5% | -$6.95K | 0.46% | 62 |
|
|
2022
Q4 | $1.35M | Sell |
17,655
-155
| -0.9% | -$11.9K | 0.48% | 63 |
|
|
2022
Q3 | $1.26M | Sell |
17,810
-1,923
| -10% | -$136K | 0.47% | 61 |
|
|
2022
Q2 | $1.67M | Sell |
19,733
-9
| -0% | -$763 | 0.55% | 51 |
|
|
2022
Q1 | $1.61M | Sell |
19,742
-119
| -0.6% | -$9.72K | 0.44% | 62 |
|
|
2021
Q4 | $1.56M | Buy |
19,861
+80
| +0.4% | +$6.28K | 0.41% | 66 |
|
|
2021
Q3 | $1.55M | Buy |
19,781
+104
| +0.5% | +$8.17K | 0.44% | 63 |
|
|
2021
Q2 | $1.53M | Buy |
19,677
+179
| +0.9% | +$13.9K | 0.44% | 67 |
|
|
2021
Q1 | $1.54M | Buy |
19,498
+200
| +1% | +$15.7K | 0.47% | 61 |
|
|
2020
Q4 | $1.43M | Buy |
19,298
+53
| +0.3% | +$3.94K | 0.49% | 58 |
|
|
2020
Q3 | $1.2M | Buy |
19,245
+5,730
| +42% | +$356K | 0.45% | 63 |
|
|
2020
Q2 | $739K | Buy |
13,515
+355
| +3% | +$19.4K | 0.31% | 90 |
|
|
2020
Q1 | $600K | Sell |
13,160
-182
| -1% | -$8.3K | 0.31% | 92 |
|
|
2019
Q4 | $1.14M | Sell |
13,342
-50
| -0.4% | -$4.28K | 0.45% | 68 |
|
|
2019
Q3 | $1.06M | Sell |
13,392
-2,455
| -15% | -$195K | 0.45% | 65 |
|
|
2019
Q2 | $1.12M | Sell |
15,847
-1,825
| -10% | -$129K | 0.47% | 64 |
|
|
2019
Q1 | $1.18M | Sell |
17,672
-25
| -0.1% | -$1.67K | 0.5% | 57 |
|
|
2018
Q4 | $1.11M | Buy |
17,697
+50
| +0.3% | +$3.13K | 0.52% | 58 |
|
|
2018
Q3 | $1.29M | Sell |
17,647
-5,700
| -24% | -$418K | 0.5% | 57 |
|
|
2018
Q2 | $1.59M | Sell |
23,347
-541
| -2% | -$36.9K | 0.67% | 41 |
|
|
2018
Q1 | $1.43M | Buy |
23,888
+100
| +0.4% | +$6K | 0.61% | 45 |
|
|
2017
Q4 | $1.45M | Sell |
23,788
-211
| -0.9% | -$12.8K | 0.59% | 51 |
|
|
2017
Q3 | $1.3M | Sell |
23,999
-600
| -2% | -$32.4K | 0.55% | 57 |
|
|
2017
Q2 | $1.24M | Sell |
24,599
-250
| -1% | -$12.6K | 0.55% | 57 |
|
|
2017
Q1 | $1.29M | Sell |
24,849
-10
| -0% | -$519 | 0.58% | 52 |
|
|
2016
Q4 | $1.38M | Sell |
24,859
-375
| -1% | -$20.8K | 0.65% | 44 |
|
|
2016
Q3 | $1.24M | Sell |
25,234
-21
| -0.1% | -$1.03K | 0.61% | 48 |
|
|
2016
Q2 | $1.28M | Sell |
25,255
-6,105
| -19% | -$310K | 0.64% | 49 |
|
|
2016
Q1 | $1.47M | Sell |
31,360
-625
| -2% | -$29.2K | 0.76% | 41 |
|
|
2015
Q4 | $1.31M | Buy |
31,985
+450
| +1% | +$18.4K | 0.67% | 48 |
|
|
2015
Q3 | $1.23M | Sell |
31,535
-501
| -2% | -$19.5K | 0.66% | 53 |
|
|
2015
Q2 | $1.16M | Hold |
32,036
| – | – | 0.57% | 66 |
|
|
2015
Q1 | $1.21M | Buy |
32,036
+250
| +0.8% | +$9.44K | 0.59% | 65 |
|
|
2014
Q4 | $1.26M | Sell |
31,786
-100
| -0.3% | -$3.97K | 0.62% | 61 |
|
|
2014
Q3 | $1.21M | Sell |
31,886
-125
| -0.4% | -$4.74K | 0.62% | 59 |
|
|
2014
Q2 | $1.2M | Sell |
32,011
-444
| -1% | -$16.6K | 0.6% | 63 |
|
|
2014
Q1 | $1.17M | Sell |
32,455
-745
| -2% | -$26.9K | 0.61% | 61 |
|
|
2013
Q4 | $1.2M | Sell |
33,200
-2,517
| -7% | -$90.9K | 0.62% | 61 |
|
|
2013
Q3 | $1.14M | Sell |
35,717
-34
| -0.1% | -$1.08K | 0.54% | 74 |
|
|
2013
Q2 | $1.22M | Buy |
+35,751
| New | +$1.22M | 0.73% | 50 |
|