Fort Point Capital Partners’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 |
-2,847
| Closed | -$222K | – | 311 |
|
2024
Q3 | $222K | Buy |
+2,847
| New | +$222K | 0.03% | 264 |
|
2024
Q2 | – | Sell |
-2,560
| Closed | -$208K | – | 324 |
|
2024
Q1 | $208K | Buy |
+2,560
| New | +$208K | 0.03% | 301 |
|
2023
Q3 | – | Sell |
-2,752
| Closed | -$204K | – | 293 |
|
2023
Q2 | $204K | Buy |
2,752
+6
| +0.2% | +$445 | 0.03% | 253 |
|
2023
Q1 | $212K | Sell |
2,746
-97
| -3% | -$7.49K | 0.03% | 245 |
|
2022
Q4 | $217K | Sell |
2,843
-948
| -25% | -$72.5K | 0.03% | 239 |
|
2022
Q3 | $268K | Sell |
3,791
-28
| -0.7% | -$1.98K | 0.04% | 213 |
|
2022
Q2 | $324K | Sell |
3,819
-275
| -7% | -$23.3K | 0.05% | 203 |
|
2022
Q1 | $334K | Buy |
4,094
+300
| +8% | +$24.5K | 0.05% | 214 |
|
2021
Q4 | $298K | Buy |
3,794
+898
| +31% | +$70.5K | 0.04% | 218 |
|
2021
Q3 | $227K | Buy |
+2,896
| New | +$227K | 0.03% | 221 |
|