EWM
Evercore Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Hold |
21,760
| – | – | 0.03% | 173 |
|
|
2025
Q1 | $1.63M | Hold |
21,760
| – | – | 0.03% | 171 |
|
|
2024
Q4 | $1.66M | Hold |
21,760
| – | – | 0.02% | 175 |
|
|
2024
Q3 | $1.7M | Sell |
21,760
-430
| -2% | -$33.6K | 0.03% | 172 |
|
|
2024
Q2 | $1.58M | Sell |
22,190
-100
| -0.4% | -$7.14K | 0.02% | 178 |
|
|
2024
Q1 | $1.81M | Hold |
22,290
| – | – | 0.03% | 171 |
|
|
2023
Q4 | $1.63M | Sell |
22,290
-80
| -0.4% | -$5.85K | 0.03% | 178 |
|
|
2023
Q3 | $1.48M | Sell |
22,370
-1,395
| -6% | -$92.1K | 0.03% | 177 |
|
|
2023
Q2 | $1.76M | Buy |
23,765
+90
| +0.4% | +$6.68K | 0.03% | 168 |
|
|
2023
Q1 | $1.83M | Sell |
23,675
-1,003
| -4% | -$77.5K | 0.04% | 157 |
|
|
2022
Q4 | $1.89M | Sell |
24,678
-69
| -0.3% | -$5.28K | 0.04% | 157 |
|
|
2022
Q3 | $1.75M | Sell |
24,747
-150
| -0.6% | -$10.6K | 0.04% | 149 |
|
|
2022
Q2 | $2.11M | Sell |
24,897
-6,000
| -19% | -$508K | 0.04% | 142 |
|
|
2022
Q1 | $2.52M | Sell |
30,897
-200
| -0.6% | -$16.3K | 0.04% | 147 |
|
|
2021
Q4 | $2.44M | Sell |
31,097
-7,000
| -18% | -$550K | 0.04% | 152 |
|
|
2021
Q3 | $2.99M | Sell |
38,097
-50
| -0.1% | -$3.92K | 0.05% | 139 |
|
|
2021
Q2 | $2.97M | Sell |
38,147
-101
| -0.3% | -$7.85K | 0.05% | 142 |
|
|
2021
Q1 | $3.01M | Buy |
38,248
+911
| +2% | +$71.7K | 0.06% | 139 |
|
|
2020
Q4 | $2.77M | Sell |
37,337
-22
| -0.1% | -$1.63K | 0.06% | 131 |
|
|
2020
Q3 | $2.32M | Buy |
37,359
+22
| +0.1% | +$1.37K | 0.06% | 136 |
|
|
2020
Q2 | $2.04M | Sell |
37,337
-353
| -0.9% | -$19.3K | 0.05% | 140 |
|
|
2020
Q1 | $1.72M | Sell |
37,690
-109
| -0.3% | -$4.97K | 0.06% | 142 |
|
|
2019
Q4 | $3.23M | Sell |
37,799
-17
| -0% | -$1.45K | 0.09% | 117 |
|
|
2019
Q3 | $3M | Sell |
37,816
-15
| -0% | -$1.19K | 0.09% | 124 |
|
|
2019
Q2 | $2.68M | Sell |
37,831
-30
| -0.1% | -$2.12K | 0.08% | 129 |
|
|
2019
Q1 | $2.53M | Buy |
37,861
+129
| +0.3% | +$8.61K | 0.08% | 128 |
|
|
2018
Q4 | $2.36M | Sell |
37,732
-48
| -0.1% | -$3.01K | 0.09% | 121 |
|
|
2018
Q3 | $2.77M | Buy |
37,780
+3,735
| +11% | +$274K | 0.09% | 122 |
|
|
2018
Q2 | $2.33M | Sell |
34,045
-55
| -0.2% | -$3.76K | 0.08% | 125 |
|
|
2018
Q1 | $2.04M | Sell |
34,100
-425
| -1% | -$25.5K | 0.08% | 131 |
|
|
2017
Q4 | $2.1M | Sell |
34,525
-60
| -0.2% | -$3.64K | 0.08% | 133 |
|
|
2017
Q3 | $1.87M | Hold |
34,585
| – | – | 0.07% | 139 |
|
|
2017
Q2 | $1.74M | Sell |
34,585
-1,375
| -4% | -$69.2K | 0.07% | 143 |
|
|
2017
Q1 | $1.87M | Sell |
35,960
-37
| -0.1% | -$1.92K | 0.07% | 136 |
|
|
2016
Q4 | $1.99M | Sell |
35,997
-975
| -3% | -$54K | 0.08% | 130 |
|
|
2016
Q3 | $1.81M | Sell |
36,972
-585
| -2% | -$28.7K | 0.08% | 138 |
|
|
2016
Q2 | $1.91M | Buy |
37,557
+848
| +2% | +$43K | 0.08% | 133 |
|
|
2016
Q1 | $1.72M | Sell |
36,709
-1,176
| -3% | -$54.9K | 0.08% | 135 |
|
|
2015
Q4 | $1.55M | Buy |
37,885
+3,935
| +12% | +$161K | 0.07% | 147 |
|
|
2015
Q3 | $1.33M | Sell |
33,950
-294
| -0.9% | -$11.5K | 0.06% | 156 |
|
|
2015
Q2 | $1.24M | Buy |
34,244
+229
| +0.7% | +$8.27K | 0.06% | 179 |
|
|
2015
Q1 | $1.28M | Sell |
34,015
-26
| -0.1% | -$981 | 0.06% | 172 |
|
|
2014
Q4 | $1.35M | Buy |
34,041
+91
| +0.3% | +$3.62K | 0.07% | 151 |
|
|
2014
Q3 | $1.29M | Sell |
33,950
-385
| -1% | -$14.6K | 0.06% | 166 |
|
|
2014
Q2 | $1.28M | Sell |
34,335
-4,735
| -12% | -$177K | 0.07% | 165 |
|
|
2014
Q1 | $1.41M | Sell |
39,070
-6,200
| -14% | -$224K | 0.08% | 156 |
|
|
2013
Q4 | $1.63M | Buy |
45,270
+4,150
| +10% | +$150K | 0.09% | 154 |
|
|
2013
Q3 | $1.31M | Buy |
41,120
+385
| +0.9% | +$12.3K | 0.08% | 187 |
|
|
2013
Q2 | $1.39M | Buy |
+40,735
| New | +$1.39M | 0.08% | 183 |
|