Ellenbecker Investment Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Hold |
11,612
| – | – | 0.14% | 44 |
|
|
2025
Q1 | $871K | Hold |
11,612
| – | – | 0.16% | 43 |
|
|
2024
Q4 | $888K | Sell |
11,612
-670
| -5% | -$51.2K | 0.16% | 46 |
|
|
2024
Q3 | $959K | Hold |
12,282
| – | – | 0.18% | 45 |
|
|
2024
Q2 | $877K | Hold |
12,282
| – | – | 0.18% | 45 |
|
|
2024
Q1 | $997K | Hold |
12,282
| – | – | 0.21% | 43 |
|
|
2023
Q4 | $898K | Sell |
12,282
-620
| -5% | -$45.3K | 0.21% | 43 |
|
|
2023
Q3 | $852K | Hold |
12,902
| – | – | 0.22% | 42 |
|
|
2023
Q2 | $957K | Hold |
12,902
| – | – | 0.24% | 35 |
|
|
2023
Q1 | $996K | Hold |
12,902
| – | – | 0.27% | 34 |
|
|
2022
Q4 | $986K | Hold |
12,902
| – | – | 0.29% | 33 |
|
|
2022
Q3 | $912K | Buy |
12,902
+3
| +0% | +$212 | 0.29% | 30 |
|
|
2022
Q2 | $1.09M | Sell |
12,899
-5,127
| -28% | -$434K | 0.34% | 26 |
|
|
2022
Q1 | $1.47M | Buy |
18,026
+3
| +0% | +$245 | 0.42% | 24 |
|
|
2021
Q4 | $1.42M | Sell |
18,023
-1,028
| -5% | -$80.7K | 0.39% | 24 |
|
|
2021
Q3 | $1.5M | Sell |
19,051
-121
| -0.6% | -$9.5K | 0.47% | 24 |
|
|
2021
Q2 | $1.49M | Buy |
19,172
+172
| +0.9% | +$13.4K | 0.49% | 23 |
|
|
2021
Q1 | $1.5M | Buy |
19,000
+300
| +2% | +$23.6K | 0.53% | 24 |
|
|
2020
Q4 | $1.39M | Hold |
18,700
| – | – | 0.51% | 23 |
|
|
2020
Q3 | $1.16M | Hold |
18,700
| – | – | 0.5% | 24 |
|
|
2020
Q2 | $1.02M | Hold |
18,700
| – | – | 0.51% | 26 |
|
|
2020
Q1 | $853K | Hold |
18,700
| – | – | 0.54% | 20 |
|
|
2019
Q4 | $1.6M | Hold |
18,700
| – | – | 0.83% | 17 |
|
|
2019
Q3 | $1.49M | Hold |
18,700
| – | – | 0.84% | 18 |
|
|
2019
Q2 | $1.32M | Hold |
18,700
| – | – | 0.77% | 16 |
|
|
2019
Q1 | $1.25M | Sell |
18,700
-150
| -0.8% | -$10K | 0.8% | 15 |
|
|
2018
Q4 | $1.18M | Buy |
18,850
+150
| +0.8% | +$9.4K | 0.92% | 17 |
|
|
2018
Q3 | $1.37M | Hold |
18,700
| – | – | 1.01% | 17 |
|
|
2018
Q2 | $1.28M | Hold |
18,700
| – | – | 1.01% | 16 |
|
|
2018
Q1 | $1.12M | Hold |
18,700
| – | – | 0.93% | 16 |
|
|
2017
Q4 | $1.14M | Buy |
+18,700
| New | +$1.14M | 0.95% | 16 |
|