Forum Financial Management’s Sysco SYY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.71M Buy
49,030
+351
+0.7% +$26.6K 0.06% 73
2025
Q1
$3.65M Buy
48,679
+65
+0.1% +$4.88K 0.06% 69
2024
Q4
$3.72M Buy
48,614
+1,017
+2% +$77.8K 0.06% 66
2024
Q3
$3.72M Sell
47,597
-11
-0% -$859 0.06% 58
2024
Q2
$3.4M Sell
47,608
-472
-1% -$33.7K 0.06% 61
2024
Q1
$3.9M Sell
48,080
-797
-2% -$64.7K 0.07% 63
2023
Q4
$3.57M Sell
48,877
-2,529
-5% -$185K 0.07% 57
2023
Q3
$3.4M Buy
51,406
+1
+0% +$66 0.08% 54
2023
Q2
$3.81M Buy
51,405
+2,497
+5% +$185K 0.09% 46
2023
Q1
$3.78M Buy
48,908
+199
+0.4% +$15.4K 0.11% 45
2022
Q4
$3.72M Sell
48,709
-1,891
-4% -$145K 0.12% 41
2022
Q3
$3.58M Sell
50,600
-1,554
-3% -$110K 0.17% 40
2022
Q2
$4.42M Buy
52,154
+38
+0.1% +$3.22K 0.22% 29
2022
Q1
$4.26M Buy
52,116
+464
+0.9% +$37.9K 0.21% 31
2021
Q4
$4.06M Buy
+51,652
New +$4.06M 0.21% 30