Ferguson Wellman Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,889
| Closed | -$226K | – | 358 |
|
|
2024
Q3 | $226K | Sell |
2,889
-1,035
| -26% | -$80.8K | ﹤0.01% | 338 |
|
|
2024
Q2 | $280K | Hold |
3,924
| – | – | 0.01% | 314 |
|
|
2024
Q1 | $319K | Hold |
3,924
| – | – | 0.01% | 303 |
|
|
2023
Q4 | $287K | Buy |
+3,924
| New | +$287K | 0.01% | 321 |
|
|
2017
Q2 | – | Sell |
-4,372
| Closed | -$227K | – | 349 |
|
|
2017
Q1 | $227K | Buy |
4,372
+460
| +12% | +$23.9K | 0.01% | 309 |
|
|
2016
Q4 | $217K | Buy |
+3,912
| New | +$217K | 0.01% | 314 |
|