Forvis Mazars Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $754K | Buy |
9,959
+113
| +1% | +$8.56K | 0.02% | 229 |
|
|
2025
Q1 | $739K | Sell |
9,846
-822
| -8% | -$61.7K | 0.02% | 235 |
|
|
2024
Q4 | $816K | Buy |
10,668
+2
| +0% | +$153 | 0.02% | 249 |
|
|
2024
Q3 | $833K | Buy |
10,666
+188
| +2% | +$14.7K | 0.02% | 250 |
|
|
2024
Q2 | $748K | Buy |
10,478
+140
| +1% | +$10K | 0.02% | 233 |
|
|
2024
Q1 | $839K | Sell |
10,338
-949
| -8% | -$77K | 0.02% | 231 |
|
|
2023
Q4 | $825K | Sell |
11,287
-2
| -0% | -$146 | 0.02% | 224 |
|
|
2023
Q3 | $746K | Sell |
11,289
-926
| -8% | -$61.2K | 0.02% | 225 |
|
|
2023
Q2 | $906K | Buy |
12,215
+1,011
| +9% | +$75K | 0.03% | 229 |
|
|
2023
Q1 | $865K | Sell |
11,204
-520
| -4% | -$40.2K | 0.03% | 214 |
|
|
2022
Q4 | $896K | Buy |
11,724
+224
| +2% | +$17.1K | 0.03% | 210 |
|
|
2022
Q3 | $814K | Sell |
11,500
-140
| -1% | -$9.91K | 0.03% | 212 |
|
|
2022
Q2 | $986K | Sell |
11,640
-945
| -8% | -$80K | 0.04% | 188 |
|
|
2022
Q1 | $1.03M | Sell |
12,585
-424
| -3% | -$34.6K | 0.04% | 143 |
|
|
2021
Q4 | $1.02M | Sell |
13,009
-612
| -4% | -$48.1K | 0.04% | 137 |
|
|
2021
Q3 | $1.07M | Sell |
13,621
-36
| -0.3% | -$2.83K | 0.05% | 130 |
|
|
2021
Q2 | $1.06M | Sell |
13,657
-3,008
| -18% | -$234K | 0.05% | 131 |
|
|
2021
Q1 | $1.31M | Sell |
16,665
-3,015
| -15% | -$237K | 0.07% | 116 |
|
|
2020
Q4 | $1.46M | Buy |
19,680
+1,881
| +11% | +$140K | 0.07% | 125 |
|
|
2020
Q3 | $1.11M | Sell |
17,799
-1,864
| -9% | -$116K | 0.06% | 128 |
|
|
2020
Q2 | $1.08M | Sell |
19,663
-12,355
| -39% | -$675K | 0.07% | 125 |
|
|
2020
Q1 | $1.46M | Sell |
32,018
-18,885
| -37% | -$862K | 0.12% | 91 |
|
|
2019
Q4 | $4.35M | Sell |
50,903
-2,494
| -5% | -$213K | 0.31% | 43 |
|
|
2019
Q3 | $4.24M | Sell |
53,397
-891
| -2% | -$70.8K | 0.34% | 37 |
|
|
2019
Q2 | $3.84M | Sell |
54,288
-1,428
| -3% | -$101K | 0.31% | 42 |
|
|
2019
Q1 | $3.72M | Buy |
55,716
+270
| +0.5% | +$18K | 0.31% | 46 |
|
|
2018
Q4 | $3.47M | Sell |
55,446
-1,943
| -3% | -$122K | 0.36% | 34 |
|
|
2018
Q3 | $4.2M | Sell |
57,389
-784
| -1% | -$57.4K | 0.37% | 35 |
|
|
2018
Q2 | $3.97M | Sell |
58,173
-997
| -2% | -$68.1K | 0.39% | 33 |
|
|
2018
Q1 | $3.55M | Buy |
59,170
+119
| +0.2% | +$7.14K | 0.36% | 39 |
|
|
2017
Q4 | $3.59M | Buy |
59,051
+3,781
| +7% | +$230K | 0.36% | 37 |
|
|
2017
Q3 | $2.98M | Buy |
55,270
+4,475
| +9% | +$241K | 0.33% | 39 |
|
|
2017
Q2 | $2.56M | Buy |
50,795
+3,049
| +6% | +$153K | 0.29% | 51 |
|
|
2017
Q1 | $2.48M | Buy |
47,746
+4,494
| +10% | +$233K | 0.3% | 45 |
|
|
2016
Q4 | $2.4M | Sell |
43,252
-1,128
| -3% | -$62.5K | 0.31% | 45 |
|
|
2016
Q3 | $2.18M | Buy |
44,380
+6,404
| +17% | +$314K | 0.3% | 45 |
|
|
2016
Q2 | $1.93M | Sell |
37,976
-105
| -0.3% | -$5.33K | 0.29% | 47 |
|
|
2016
Q1 | $1.78M | Sell |
38,081
-223
| -0.6% | -$10.4K | 0.28% | 44 |
|
|
2015
Q4 | $1.57M | Buy |
38,304
+691
| +2% | +$28.3K | 0.24% | 48 |
|
|
2015
Q3 | $1.47M | Sell |
37,613
-5,010
| -12% | -$195K | 0.26% | 49 |
|
|
2015
Q2 | $1.54M | Sell |
42,623
-1,921
| -4% | -$69.4K | 0.23% | 57 |
|
|
2015
Q1 | $1.68M | Sell |
44,544
-988
| -2% | -$37.3K | 0.24% | 58 |
|
|
2014
Q4 | $1.81M | Buy |
45,532
+541
| +1% | +$21.5K | 0.3% | 51 |
|
|
2014
Q3 | $1.71M | Sell |
44,991
-1,831
| -4% | -$69.5K | 0.29% | 52 |
|
|
2014
Q2 | $1.75M | Sell |
46,822
-2,500
| -5% | -$93.6K | 0.3% | 50 |
|
|
2014
Q1 | $1.78M | Sell |
49,322
-512
| -1% | -$18.5K | 0.32% | 54 |
|
|
2013
Q4 | $1.8M | Sell |
49,834
-706
| -1% | -$25.5K | 0.33% | 52 |
|
|
2013
Q3 | $1.61M | Buy |
50,540
+1,105
| +2% | +$35.2K | 0.33% | 50 |
|
|
2013
Q2 | $1.69M | Buy |
+49,435
| New | +$1.69M | 1.34% | 29 |
|