Focused Wealth 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 |
-475
| Closed | -$206K | – | 220 |
|
|
2024
Q3 | $206K | Buy |
+475
| New | +$206K | 0.03% | 169 |
|
|
2024
Q1 | – | Sell |
-468
| Closed | -$34.2K | – | 838 |
|
|
2023
Q4 | $34.2K | Hold |
468
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $30.9K | Hold |
468
| – | – | 0.01% | 352 |
|
|
2023
Q2 | $34.7K | Hold |
468
| – | – | 0.01% | 351 |
|
|
2023
Q1 | $36.1K | Hold |
468
| – | – | 0.01% | 356 |
|
|
2022
Q4 | $35.8K | Hold |
468
| – | – | 0.01% | 345 |
|
|
2022
Q3 | $33K | Sell |
468
-900
| -66% | -$63.5K | 0.01% | 328 |
|
|
2022
Q2 | $116K | Buy |
1,368
+900
| +192% | +$76.3K | 0.02% | 174 |
|
|
2022
Q1 | $38K | Hold |
468
| – | – | 0.01% | 338 |
|
|
2021
Q4 | $37K | Hold |
468
| – | – | 0.01% | 402 |
|
|
2021
Q3 | $37K | Hold |
468
| – | – | 0.01% | 407 |
|
|
2021
Q2 | $36K | Hold |
468
| – | – | 0.01% | 423 |
|
|
2021
Q1 | $37K | Hold |
468
| – | – | 0.01% | 411 |
|
|
2020
Q4 | $35K | Hold |
468
| – | – | 0.01% | 386 |
|
|
2020
Q3 | $29K | Hold |
468
| – | – | 0.01% | 370 |
|
|
2020
Q2 | $26K | Hold |
468
| – | – | 0.01% | 372 |
|
|
2020
Q1 | $21K | Hold |
468
| – | – | 0.01% | 364 |
|
|
2019
Q4 | $40K | Buy |
468
+332
| +244% | +$28.4K | 0.01% | 338 |
|
|
2019
Q3 | $11K | Sell |
136
-332
| -71% | -$26.9K | ﹤0.01% | 469 |
|
|
2019
Q2 | $33K | Hold |
468
| – | – | 0.01% | 358 |
|
|
2019
Q1 | $31K | Hold |
468
| – | – | 0.01% | 331 |
|
|
2018
Q4 | $29K | Buy |
468
+332
| +244% | +$20.6K | 0.01% | 341 |
|
|
2018
Q3 | $10K | Sell |
136
-332
| -71% | -$24.4K | ﹤0.01% | 442 |
|
|
2018
Q2 | $32K | Hold |
468
| – | – | 0.01% | 312 |
|
|
2018
Q1 | $28K | Hold |
468
| – | – | 0.01% | 349 |
|
|
2017
Q4 | $28K | Hold |
468
| – | – | 0.01% | 349 |
|
|
2017
Q3 | $25K | Hold |
468
| – | – | 0.01% | 316 |
|
|
2017
Q2 | $24K | Hold |
468
| – | – | 0.01% | 357 |
|
|
2017
Q1 | $24K | Hold |
468
| – | – | 0.01% | 352 |
|
|
2016
Q4 | $26K | Sell |
468
-2,400
| -84% | -$133K | 0.01% | 346 |
|
|
2016
Q3 | $141K | Sell |
2,868
-2,100
| -42% | -$103K | 0.06% | 187 |
|
|
2016
Q2 | $252K | Buy |
4,968
+4,500
| +962% | +$228K | 0.12% | 110 |
|
|
2016
Q1 | $22K | Hold |
468
| – | – | 0.01% | 290 |
|
|
2015
Q4 | $19K | Buy |
468
+1
| +0.2% | +$41 | 0.01% | 326 |
|
|
2015
Q3 | $18K | Buy |
467
+1
| +0.2% | +$39 | 0.01% | 310 |
|
|
2015
Q2 | $17K | Sell |
466
-165
| -26% | -$6.02K | 0.01% | 334 |
|
|
2015
Q1 | $24K | Buy |
631
+1
| +0.2% | +$38 | 0.01% | 290 |
|
|
2014
Q4 | $25K | Sell |
630
-499
| -44% | -$19.8K | 0.02% | 274 |
|
|
2014
Q3 | $43K | Buy |
1,129
+499
| +79% | +$19K | 0.03% | 206 |
|
|
2014
Q2 | $24K | Buy |
630
+1
| +0.2% | +$38 | 0.02% | 279 |
|
|
2014
Q1 | $23K | Buy |
629
+1
| +0.2% | +$37 | 0.02% | 263 |
|
|
2013
Q4 | $23K | Buy |
628
+1
| +0.2% | +$37 | 0.02% | 270 |
|
|
2013
Q3 | $20K | Buy |
+627
| New | +$20K | 0.02% | 270 |
|