Geneos Wealth 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 | $1.36M | Buy |
17,916
+8,162
| +84% | +$618K | 0.03% | 454 |
|
|
2025
Q1 | $732K | Buy |
9,754
+6,475
| +197% | +$486K | 0.01% | 767 |
|
|
2024
Q4 | $251K | Sell |
3,279
-51
| -2% | -$3.9K | 0.01% | 770 |
|
|
2024
Q3 | $260K | Buy |
3,330
+556
| +20% | +$43.4K | 0.01% | 705 |
|
|
2024
Q2 | $198K | Sell |
2,774
-25
| -0.9% | -$1.79K | 0.01% | 709 |
|
|
2024
Q1 | $227K | Sell |
2,799
-31
| -1% | -$2.52K | 0.01% | 670 |
|
|
2023
Q4 | $207K | Buy |
2,830
+3
| +0.1% | +$219 | 0.01% | 667 |
|
|
2023
Q3 | $187K | Buy |
2,827
+143
| +5% | +$9.45K | 0.01% | 699 |
|
|
2023
Q2 | $199K | Sell |
2,684
-450
| -14% | -$33.4K | 0.01% | 687 |
|
|
2023
Q1 | $242K | Buy |
3,134
+17
| +0.5% | +$1.31K | 0.01% | 608 |
|
|
2022
Q4 | $238K | Buy |
3,117
+431
| +16% | +$33K | 0.01% | 592 |
|
|
2022
Q3 | $189K | Sell |
2,686
-2,674
| -50% | -$188K | 0.01% | 616 |
|
|
2022
Q2 | $462K | Buy |
5,360
+4
| +0.1% | +$345 | 0.02% | 519 |
|
|
2022
Q1 | $437K | Buy |
5,356
+31
| +0.6% | +$2.53K | 0.02% | 565 |
|
|
2021
Q4 | $418K | Sell |
5,325
-1,127
| -17% | -$88.5K | 0.02% | 638 |
|
|
2021
Q3 | $521K | Sell |
6,452
-16
| -0.2% | -$1.29K | 0.02% | 554 |
|
|
2021
Q2 | $495K | Sell |
6,468
-485
| -7% | -$37.1K | 0.02% | 564 |
|
|
2021
Q1 | $589K | Buy |
6,953
+134
| +2% | +$11.4K | 0.02% | 594 |
|
|
2020
Q4 | $514K | Sell |
6,819
-593
| -8% | -$44.7K | 0.02% | 528 |
|
|
2020
Q3 | $459K | Buy |
7,412
+17
| +0.2% | +$1.05K | 0.02% | 451 |
|
|
2020
Q2 | $386K | Sell |
7,395
-844
| -10% | -$44.1K | 0.02% | 469 |
|
|
2020
Q1 | $415K | Sell |
8,239
-766
| -9% | -$38.6K | 0.03% | 410 |
|
|
2019
Q4 | $772K | Sell |
9,005
-144
| -2% | -$12.3K | 0.04% | 345 |
|
|
2019
Q3 | $721K | Buy |
9,149
+230
| +3% | +$18.1K | 0.04% | 334 |
|
|
2019
Q2 | $630K | Sell |
8,919
-521
| -6% | -$36.8K | 0.04% | 360 |
|
|
2019
Q1 | $630K | Buy |
9,440
+347
| +4% | +$23.2K | 0.04% | 348 |
|
|
2018
Q4 | $566K | Sell |
9,093
-793
| -8% | -$49.4K | 0.04% | 349 |
|
|
2018
Q3 | $724K | Buy |
9,886
+1,254
| +15% | +$91.8K | 0.05% | 315 |
|
|
2018
Q2 | $589K | Sell |
8,632
-793
| -8% | -$54.1K | 0.05% | 298 |
|
|
2018
Q1 | $565K | Buy |
9,425
+196
| +2% | +$11.8K | 0.05% | 284 |
|
|
2017
Q4 | $560K | Buy |
9,229
+959
| +12% | +$58.2K | 0.05% | 290 |
|
|
2017
Q3 | $446K | Sell |
8,270
-257
| -3% | -$13.9K | 0.04% | 325 |
|
|
2017
Q2 | $429K | Buy |
8,527
+117
| +1% | +$5.89K | 0.04% | 322 |
|
|
2017
Q1 | $436K | Buy |
8,410
+443
| +6% | +$23K | 0.05% | 305 |
|
|
2016
Q4 | $441K | Sell |
7,967
-462
| -5% | -$25.6K | 0.06% | 276 |
|
|
2016
Q3 | $413K | Buy |
8,429
+31
| +0.4% | +$1.52K | 0.06% | 282 |
|
|
2016
Q2 | $426K | Sell |
8,398
-331
| -4% | -$16.8K | 0.06% | 273 |
|
|
2016
Q1 | $410K | Buy |
+8,729
| New | +$410K | 0.06% | 270 |
|