Geller Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $697K | Buy |
9,121
+175
| +2% | +$13.4K | 0.05% | 96 |
|
|
2024
Q3 | $698K | Buy |
8,946
+1,111
| +14% | +$86.7K | 0.05% | 98 |
|
|
2024
Q2 | $559K | Buy |
7,835
+163
| +2% | +$11.6K | 0.04% | 125 |
|
|
2024
Q1 | $623K | Sell |
7,672
-149
| -2% | -$12.1K | 0.05% | 114 |
|
|
2023
Q4 | $572K | Buy |
7,821
+49
| +0.6% | +$3.58K | 0.06% | 109 |
|
|
2023
Q3 | $513K | Buy |
7,772
+95
| +1% | +$6.28K | 0.06% | 113 |
|
|
2023
Q2 | $570K | Buy |
7,677
+3,951
| +106% | +$293K | 0.07% | 98 |
|
|
2023
Q1 | $288K | Sell |
3,726
-800
| -18% | -$61.8K | 0.04% | 125 |
|
|
2022
Q4 | $346K | Sell |
4,526
-50
| -1% | -$3.82K | 0.06% | 80 |
|
|
2022
Q3 | $324K | Buy |
4,576
+1,214
| +36% | +$86K | 0.07% | 74 |
|
|
2022
Q2 | $286K | Hold |
3,362
| – | – | 0.06% | 93 |
|
|
2022
Q1 | $276K | Buy |
3,362
+136
| +4% | +$11.2K | 0.05% | 119 |
|
|
2021
Q4 | $253K | Hold |
3,226
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $255K | Buy |
3,226
+131
| +4% | +$10.4K | 0.06% | 122 |
|
|
2021
Q2 | $241K | Sell |
3,095
-2
| -0.1% | -$156 | 0.05% | 114 |
|
|
2021
Q1 | $245K | Buy |
+3,097
| New | +$245K | 0.06% | 102 |
|