Evermay Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-900
| Closed | -$68.8K | – | 607 |
|
|
2024
Q4 | $68.8K | Sell |
900
-250
| -22% | -$19.1K | 0.01% | 291 |
|
|
2024
Q3 | $89.8K | Hold |
1,150
| – | – | 0.01% | 279 |
|
|
2024
Q2 | $82.1K | Hold |
1,150
| – | – | 0.01% | 288 |
|
|
2024
Q1 | $93.4K | Sell |
1,150
-5
| -0.4% | -$406 | 0.01% | 284 |
|
|
2023
Q4 | $84.5K | Sell |
1,155
-245
| -18% | -$17.9K | 0.02% | 270 |
|
|
2023
Q3 | $92.5K | Hold |
1,400
| – | – | 0.02% | 245 |
|
|
2023
Q2 | $104K | Hold |
1,400
| – | – | 0.02% | 240 |
|
|
2023
Q1 | $108K | Hold |
1,400
| – | – | 0.02% | 229 |
|
|
2022
Q4 | $107K | Hold |
1,400
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $99K | Hold |
1,400
| – | – | 0.02% | 214 |
|
|
2022
Q2 | $119K | Hold |
1,400
| – | – | 0.02% | 202 |
|
|
2022
Q1 | $114K | Hold |
1,400
| – | – | 0.02% | 246 |
|
|
2021
Q4 | $110K | Hold |
1,400
| – | – | 0.02% | 223 |
|
|
2021
Q3 | $110K | Hold |
1,400
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $109K | Buy |
+1,400
| New | +$109K | 0.02% | 216 |
|
|
2015
Q2 | – | Sell |
-5,435
| Closed | -$205K | – | 88 |
|
|
2015
Q1 | $205K | Buy |
+5,435
| New | +$205K | 0.12% | 84 |
|