Evoke Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $407K | Sell |
5,376
-185
| -3% | -$14K | 0.01% | 376 |
|
2025
Q1 | $417K | Sell |
5,561
-473
| -8% | -$35.5K | 0.01% | 296 |
|
2024
Q4 | $461K | Buy |
6,034
+50
| +0.8% | +$3.82K | 0.01% | 277 |
|
2024
Q3 | $467K | Buy |
+5,984
| New | +$467K | 0.01% | 260 |
|
2024
Q2 | – | Sell |
-6,071
| Closed | -$493K | – | 347 |
|
2024
Q1 | $493K | Buy |
+6,071
| New | +$493K | 0.01% | 248 |
|
2023
Q4 | – | Sell |
-6,175
| Closed | -$408K | – | 315 |
|
2023
Q3 | $408K | Sell |
6,175
-31,981
| -84% | -$2.11M | 0.01% | 253 |
|
2023
Q2 | $2.83M | Sell |
38,156
-5,248
| -12% | -$389K | 0.1% | 96 |
|
2023
Q1 | $3.35M | Sell |
43,404
-15,437
| -26% | -$1.19M | 0.12% | 84 |
|
2022
Q4 | $4.5M | Sell |
58,841
-37,570
| -39% | -$2.87M | 0.16% | 68 |
|
2022
Q3 | $6.82M | Sell |
96,411
-5,893
| -6% | -$417K | 0.28% | 43 |
|
2022
Q2 | $8.72M | Sell |
102,304
-16,324
| -14% | -$1.39M | 0.32% | 39 |
|
2022
Q1 | $9.75M | Sell |
118,628
-23,810
| -17% | -$1.96M | 0.32% | 40 |
|
2021
Q4 | $11.2M | Buy |
142,438
+19,580
| +16% | +$1.54M | 0.35% | 40 |
|
2021
Q3 | $9.7M | Buy |
122,858
+55,739
| +83% | +$4.4M | 0.36% | 39 |
|
2021
Q2 | $5.22M | Buy |
67,119
+20,410
| +44% | +$1.59M | 0.2% | 66 |
|
2021
Q1 | $3.7M | Buy |
46,709
+44,630
| +2,147% | +$3.53M | 0.17% | 81 |
|
2020
Q4 | $154K | Buy |
2,079
+16
| +0.8% | +$1.19K | 0.01% | 258 |
|
2020
Q3 | $128K | Sell |
2,063
-34
| -2% | -$2.11K | 0.01% | 255 |
|
2020
Q2 | $115K | Sell |
2,097
-285
| -12% | -$15.6K | 0.01% | 256 |
|
2020
Q1 | $109K | Sell |
2,382
-2,325
| -49% | -$106K | 0.02% | 252 |
|
2019
Q4 | $403K | Buy |
4,707
+307
| +7% | +$26.3K | 0.05% | 139 |
|
2019
Q3 | $349K | Buy |
+4,400
| New | +$349K | 0.04% | 180 |
|