Edmond de Rothschild Holding’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $40.4K | Sell |
534
-9,101
| -94% | -$689K | ﹤0.01% | 472 |
|
2025
Q1 | $723K | Sell |
9,635
-250
| -3% | -$18.8K | 0.01% | 298 |
|
2024
Q4 | $756K | Sell |
9,885
-231
| -2% | -$17.7K | 0.01% | 300 |
|
2024
Q3 | $790K | Sell |
10,116
-187
| -2% | -$14.6K | 0.01% | 283 |
|
2024
Q2 | $736K | Sell |
10,303
-1,219
| -11% | -$87K | 0.01% | 311 |
|
2024
Q1 | $935K | Sell |
11,522
-1,536
| -12% | -$125K | 0.02% | 315 |
|
2023
Q4 | $955K | Buy |
13,058
+367
| +3% | +$26.8K | 0.02% | 308 |
|
2023
Q3 | $838K | Buy |
12,691
+864
| +7% | +$57.1K | 0.02% | 323 |
|
2023
Q2 | $878K | Sell |
11,827
-722
| -6% | -$53.6K | 0.02% | 334 |
|
2023
Q1 | $969K | Sell |
12,549
-6,953
| -36% | -$537K | 0.02% | 327 |
|
2022
Q4 | $1.49M | Sell |
19,502
-193
| -1% | -$14.8K | 0.03% | 284 |
|
2022
Q3 | $1.39M | Sell |
19,695
-2,358
| -11% | -$167K | 0.04% | 284 |
|
2022
Q2 | $1.87M | Sell |
22,053
-3,876
| -15% | -$328K | 0.05% | 269 |
|
2022
Q1 | $2.12M | Sell |
25,929
-1,360
| -5% | -$111K | 0.05% | 256 |
|
2021
Q4 | $2.14M | Sell |
27,289
-1,793
| -6% | -$141K | 0.05% | 281 |
|
2021
Q3 | $2.28M | Sell |
29,082
-585
| -2% | -$45.9K | 0.05% | 256 |
|
2021
Q2 | $2.31M | Sell |
29,667
-7,532
| -20% | -$586K | 0.05% | 249 |
|
2021
Q1 | $2.93M | Buy |
37,199
+4,207
| +13% | +$331K | 0.08% | 204 |
|
2020
Q4 | $2.45M | Sell |
32,992
-1,550
| -4% | -$115K | 0.08% | 215 |
|
2020
Q3 | $2.15M | Buy |
34,542
+9,759
| +39% | +$607K | 0.09% | 193 |
|
2020
Q2 | $1.35M | Buy |
24,783
+9,933
| +67% | +$543K | 0.06% | 214 |
|
2020
Q1 | $678K | Buy |
14,850
+1,825
| +14% | +$83.3K | 0.04% | 239 |
|
2019
Q4 | $1.11M | Hold |
13,025
| – | – | 0.04% | 227 |
|
2019
Q3 | $1.03M | Sell |
13,025
-108
| -0.8% | -$8.57K | 0.04% | 242 |
|
2019
Q2 | $929K | Buy |
+13,133
| New | +$929K | 0.04% | 245 |
|
2018
Q4 | – | Sell |
-2,064
| Closed | -$151K | – | 721 |
|
2018
Q3 | $151K | Sell |
2,064
-1,232
| -37% | -$90.1K | ﹤0.01% | 476 |
|
2018
Q2 | $225K | Buy |
+3,296
| New | +$225K | 0.01% | 442 |
|
2017
Q1 | – | Sell |
-14,675
| Closed | -$813K | – | 849 |
|
2016
Q4 | $813K | Buy |
14,675
+90
| +0.6% | +$4.99K | 0.02% | 300 |
|
2016
Q3 | $715K | Buy |
14,585
+107
| +0.7% | +$5.25K | 0.02% | 307 |
|
2016
Q2 | $735K | Sell |
14,478
-7,090
| -33% | -$360K | 0.02% | 300 |
|
2016
Q1 | $1.01M | Sell |
21,568
-293
| -1% | -$13.7K | 0.03% | 263 |
|
2015
Q4 | $896K | Hold |
21,861
| – | – | 0.02% | 290 |
|
2015
Q3 | $852K | Buy |
21,861
+15,193
| +228% | +$592K | 0.02% | 283 |
|
2015
Q2 | $241K | Buy |
+6,668
| New | +$241K | 0.01% | 458 |
|