Financial Counselors Inc’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,230
| Closed | -$918K | – | 468 |
|
|
2025
Q1 | $918K | Buy |
12,230
+1,518
| +14% | +$111K | 0.01% | 344 |
|
|
2024
Q4 | $819K | Sell |
10,712
-82
| -0.8% | -$6.28K | 0.01% | 357 |
|
|
2024
Q3 | $843K | Buy |
10,794
+516
| +5% | +$38.8K | 0.01% | 365 |
|
|
2024
Q2 | $734K | Sell |
10,278
-6,096
| -37% | -$456K | 0.01% | 357 |
|
|
2024
Q1 | $1.33M | Sell |
16,374
-662
| -4% | -$52.2K | 0.02% | 299 |
|
|
2023
Q4 | $1.25M | Buy |
17,036
+444
| +3% | +$30.6K | 0.02% | 306 |
|
|
2023
Q3 | $1.1M | Sell |
16,592
-327
| -2% | -$23.5K | 0.02% | 313 |
|
|
2023
Q2 | $1.25M | Sell |
16,919
-503
| -3% | -$37.2K | 0.03% | 285 |
|
|
2023
Q1 | $1.35M | Sell |
17,422
-642
| -4% | -$49.3K | 0.03% | 283 |
|
|
2022
Q4 | $1.38M | Sell |
18,064
-1,177
| -6% | -$95.1K | 0.03% | 278 |
|
|
2022
Q3 | $1.36M | Buy |
19,241
+18
| +0.1% | +$1.5K | 0.03% | 270 |
|
|
2022
Q2 | $1.63M | Buy |
19,223
+1,761
| +10% | +$148K | 0.04% | 258 |
|
|
2022
Q1 | $1.43M | Buy |
17,462
+1,297
| +8% | +$105K | 0.03% | 277 |
|
|
2021
Q4 | $1.27M | Sell |
16,165
-5,440
| -25% | -$419K | 0.03% | 285 |
|
|
2021
Q3 | $1.7M | Buy |
21,605
+150
| +0.7% | +$11.4K | 0.04% | 277 |
|
|
2021
Q2 | $1.67M | Sell |
21,455
-1,000
| -4% | -$80.8K | 0.04% | 273 |
|
|
2021
Q1 | $1.77M | Sell |
22,455
-315
| -1% | -$24.4K | 0.04% | 263 |
|
|
2020
Q4 | $1.69M | Sell |
22,770
-1,418
| -6% | -$97.5K | 0.04% | 263 |
|
|
2020
Q3 | $1.5M | Sell |
24,188
-1,605
| -6% | -$93.4K | 0.04% | 255 |
|
|
2020
Q2 | $1.41M | Buy |
25,793
+11,440
| +80% | +$601K | 0.05% | 269 |
|
|
2020
Q1 | $655K | Buy |
14,353
+2,383
| +20% | +$165K | 0.03% | 282 |
|
|
2019
Q4 | $1.02M | Buy |
11,970
+2,963
| +33% | +$240K | 0.04% | 280 |
|
|
2019
Q3 | $715K | Hold |
9,007
| – | – | 0.03% | 305 |
|
|
2019
Q2 | $637K | Buy |
9,007
+235
| +3% | +$16.7K | 0.03% | 311 |
|
|
2019
Q1 | $586K | Sell |
8,772
-132
| -1% | -$8.59K | 0.02% | 318 |
|
|
2018
Q4 | $558K | Buy |
8,904
+161
| +2% | +$10.9K | 0.03% | 311 |
|
|
2018
Q3 | $640K | Sell |
8,743
-143
| -2% | -$10.3K | 0.03% | 318 |
|
|
2018
Q2 | $607K | Sell |
8,886
-1,975
| -18% | -$126K | 0.03% | 316 |
|
|
2018
Q1 | $651K | Sell |
10,861
-503
| -4% | -$30.5K | 0.03% | 312 |
|
|
2017
Q4 | $690K | Sell |
11,364
-24,861
| -69% | -$1.41M | 0.03% | 310 |
|
|
2017
Q3 | $1.95M | Buy |
36,225
+678
| +2% | +$35.3K | 0.1% | 215 |
|
|
2017
Q2 | $1.79M | Sell |
35,547
-123
| -0.3% | -$6.57K | 0.09% | 221 |
|
|
2017
Q1 | $1.85M | Sell |
35,670
-51,870
| -59% | -$2.75M | 0.09% | 213 |
|
|
2016
Q4 | $4.85M | Buy |
+87,540
| New | +$4.55M | 0.26% | 136 |
|
|
2016
Q2 | $666K | Sell |
13,126
-625
| -5% | -$30.2K | 0.04% | 293 |
|
|
2016
Q1 | $643K | Sell |
13,751
-2,075
| -13% | -$89.5K | 0.04% | 293 |
|
|
2015
Q4 | $649K | Sell |
15,826
-215
| -1% | -$8.81K | 0.04% | 287 |
|
|
2015
Q3 | $625K | Sell |
16,041
-1,510
| -9% | -$57.6K | 0.04% | 285 |
|
|
2015
Q2 | $634K | Sell |
17,551
-40,150
| -70% | -$1.5M | 0.04% | 298 |
|
|
2015
Q1 | $2.18M | Buy |
57,701
+40,031
| +227% | +$1.58M | 0.14% | 190 |
|
|
2014
Q4 | $701K | Sell |
17,670
-1,451
| -8% | -$56.3K | 0.04% | 285 |
|
|
2014
Q3 | $726K | Sell |
19,121
-2,206
| -10% | -$82.3K | 0.05% | 287 |
|
|
2014
Q2 | $799K | Sell |
21,327
-24,048
| -53% | -$883K | 0.06% | 276 |
|
|
2014
Q1 | $1.64M | Sell |
45,375
-36,504
| -45% | -$1.31M | 0.12% | 197 |
|
|
2013
Q4 | $2.96M | Buy |
81,879
+5,887
| +8% | +$199K | 0.22% | 140 |
|
|
2013
Q3 | $2.42M | Sell |
75,992
-46,299
| -38% | -$1.55M | 0.2% | 153 |
|
|
2013
Q2 | $4.18M | Buy |
+122,291
| New | +$4.21M | 0.35% | 99 |
|
Other funds holding SYY
