Financial Engines Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,410
| Closed | -$529K | – | 395 |
|
|
2024
Q2 | $529K | Sell |
7,410
-2,049
| -22% | -$146K | ﹤0.01% | 255 |
|
|
2024
Q1 | $768K | Sell |
9,459
-3,635
| -28% | -$295K | ﹤0.01% | 216 |
|
|
2023
Q4 | $958K | Buy |
13,094
+3,443
| +36% | +$252K | ﹤0.01% | 184 |
|
|
2023
Q3 | $637K | Sell |
9,651
-232
| -2% | -$15.3K | ﹤0.01% | 188 |
|
|
2023
Q2 | $733K | Buy |
9,883
+25
| +0.3% | +$1.86K | ﹤0.01% | 186 |
|
|
2023
Q1 | $761K | Buy |
9,858
+250
| +3% | +$19.3K | ﹤0.01% | 193 |
|
|
2022
Q4 | $735K | Hold |
9,608
| – | – | ﹤0.01% | 194 |
|
|
2022
Q3 | $679K | Buy |
9,608
+5,985
| +165% | +$423K | ﹤0.01% | 184 |
|
|
2022
Q2 | $308K | Sell |
3,623
-625
| -15% | -$53.1K | ﹤0.01% | 250 |
|
|
2022
Q1 | $349K | Hold |
4,248
| – | – | ﹤0.01% | 234 |
|
|
2021
Q4 | $334K | Sell |
4,248
-6
| -0.1% | -$472 | ﹤0.01% | 198 |
|
|
2021
Q3 | $335K | Buy |
+4,254
| New | +$335K | ﹤0.01% | 203 |
|