Focused Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-475
| Closed | -$206K | – | 252 |
|
|
2024
Q3 | $206K | Buy |
+475
| New | +$35.7K | 0.03% | 193 |
|
|
2024
Q1 | – | Sell |
-468
| Closed | -$34.2K | – | 885 |
|
|
2023
Q4 | $34.2K | Hold |
468
| – | – | 0.01% | 362 |
|
|
2023
Q3 | $30.9K | Hold |
468
| – | – | 0.01% | 354 |
|
|
2023
Q2 | $34.7K | Hold |
468
| – | – | 0.01% | 352 |
|
|
2023
Q1 | $36.1K | Hold |
468
| – | – | 0.01% | 357 |
|
|
2022
Q4 | $35.8K | Hold |
468
| – | – | 0.01% | 347 |
|
|
2022
Q3 | $33K | Sell |
468
-900
| -66% | -$75K | 0.01% | 330 |
|
|
2022
Q2 | $116K | Buy |
1,368
+900
| +192% | +$75.4K | 0.02% | 176 |
|
|
2022
Q1 | $38K | Hold |
468
| – | – | 0.01% | 344 |
|
|
2021
Q4 | $37K | Hold |
468
| – | – | 0.01% | 411 |
|
|
2021
Q3 | $37K | Hold |
468
| – | – | 0.01% | 419 |
|
|
2021
Q2 | $36K | Hold |
468
| – | – | 0.01% | 426 |
|
|
2021
Q1 | $37K | Hold |
468
| – | – | 0.01% | 418 |
|
|
2020
Q4 | $35K | Hold |
468
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $29K | Hold |
468
| – | – | 0.01% | 374 |
|
|
2020
Q2 | $26K | Hold |
468
| – | – | 0.01% | 378 |
|
|
2020
Q1 | $21K | Hold |
468
| – | – | 0.01% | 370 |
|
|
2019
Q4 | $40K | Buy |
468
+332
| +244% | +$26.9K | 0.01% | 338 |
|
|
2019
Q3 | $11K | Sell |
136
-332
| -71% | -$24.4K | ﹤0.01% | 475 |
|
|
2019
Q2 | $33K | Hold |
468
| – | – | 0.01% | 362 |
|
|
2019
Q1 | $31K | Hold |
468
| – | – | 0.01% | 332 |
|
|
2018
Q4 | $29K | Buy |
468
+332
| +244% | +$22.4K | 0.01% | 346 |
|
|
2018
Q3 | $10K | Sell |
136
-332
| -71% | -$23.9K | ﹤0.01% | 454 |
|
|
2018
Q2 | $32K | Hold |
468
| – | – | 0.01% | 313 |
|
|
2018
Q1 | $28K | Hold |
468
| – | – | 0.01% | 352 |
|
|
2017
Q4 | $28K | Hold |
468
| – | – | 0.01% | 351 |
|
|
2017
Q3 | $25K | Hold |
468
| – | – | 0.01% | 319 |
|
|
2017
Q2 | $24K | Hold |
468
| – | – | 0.01% | 360 |
|
|
2017
Q1 | $24K | Hold |
468
| – | – | 0.01% | 355 |
|
|
2016
Q4 | $26K | Sell |
468
-2,400
| -84% | -$125K | 0.01% | 346 |
|
|
2016
Q3 | $141K | Sell |
2,868
-2,100
| -42% | -$108K | 0.06% | 187 |
|
|
2016
Q2 | $252K | Buy |
4,968
+4,500
| +962% | +$218K | 0.12% | 110 |
|
|
2016
Q1 | $22K | Hold |
468
| – | – | 0.01% | 291 |
|
|
2015
Q4 | $19K | Buy |
468
+1
| +0.2% | +$41 | 0.01% | 328 |
|
|
2015
Q3 | $18K | Buy |
467
+1
| +0.2% | +$38 | 0.01% | 314 |
|
|
2015
Q2 | $17K | Sell |
466
-165
| -26% | -$6.17K | 0.01% | 335 |
|
|
2015
Q1 | $24K | Buy |
631
+1
| +0.2% | +$39 | 0.01% | 294 |
|
|
2014
Q4 | $25K | Sell |
630
-499
| -44% | -$19.3K | 0.02% | 276 |
|
|
2014
Q3 | $43K | Buy |
1,129
+499
| +79% | +$18.6K | 0.03% | 212 |
|
|
2014
Q2 | $24K | Buy |
630
+1
| +0.2% | +$37 | 0.02% | 282 |
|
|
2014
Q1 | $23K | Buy |
629
+1
| +0.2% | +$36 | 0.02% | 267 |
|
|
2013
Q4 | $23K | Buy |
628
+1
| +0.2% | +$34 | 0.02% | 273 |
|
|
2013
Q3 | $20K | Buy |
+627
| New | +$21K | 0.02% | 274 |
|
Other funds holding SYY
Focused Wealth Management's SYY Position: Q4 2024 in Review
Focused Wealth Management sold out of Sysco (SYY) in Q4 2024, closing a stake of 475 shares — an estimated $206K sold.
Focused Wealth Management first reported a position in SYY in Q3 2013 and held it in 43 quarters. The position peaked at $252K in Q2 2016. 1,555 funds tracked by Wall St. Rank hold SYY as of Q4 2024.
- Focused Wealth Management reported no remaining Sysco position as of Q4 2024 after selling out during the quarter.
- Focused Wealth Management sold 475 Sysco shares in Q4 2024, an estimated $206K.
- Focused Wealth Management first reported a position in Sysco in Q3 2013 and held it in 43 quarters.
- Focused Wealth Management's Sysco position peaked at $252K in Q2 2016.
- 1,555 funds tracked by Wall St. Rank held Sysco as of Q4 2024.
Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.