Geller Advisors’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 | $697K | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $559K | Buy |
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|
2024
Q1 | $623K | Sell |
|
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|
2023
Q4 | $572K | Buy |
|
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|
2023
Q3 | $513K | Buy |
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|
2023
Q2 | $570K | Buy |
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|
2023
Q1 | $288K | Sell |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $276K | Buy |
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|
2021
Q4 | $253K | Hold |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $241K | Sell |
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|
2021
Q1 | $245K | Buy |
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