Glass Jacobson Investment 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 | $27.6K | Sell |
364
-1,481
| -80% | -$112K | 0.01% | 352 |
|
|
2025
Q1 | $141K | Hold |
1,845
| – | – | 0.05% | 263 |
|
|
2024
Q4 | $141K | Hold |
1,845
| – | – | 0.05% | 263 |
|
|
2024
Q3 | $144K | Hold |
1,845
| – | – | 0.05% | 248 |
|
|
2024
Q2 | $132K | Hold |
1,845
| – | – | 0.05% | 243 |
|
|
2024
Q1 | $150K | Hold |
1,845
| – | – | 0.06% | 236 |
|
|
2023
Q4 | $135K | Hold |
1,845
| – | – | 0.06% | 242 |
|
|
2023
Q3 | $122K | Buy |
1,845
+364
| +25% | +$24K | 0.06% | 239 |
|
|
2023
Q2 | $110K | Buy |
+1,481
| New | +$110K | 0.05% | 252 |
|
|
2022
Q4 | $113K | Buy |
+1,481
| New | +$113K | 0.06% | 253 |
|