Glassman Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-462
| Closed | -$33.8K | – | 1622 |
|
|
2023
Q4 | $33.8K | Sell |
462
-127
| -22% | -$9.29K | ﹤0.01% | 555 |
|
|
2023
Q3 | $38.9K | Buy |
589
+8
| +1% | +$528 | 0.01% | 483 |
|
|
2023
Q2 | $43.1K | Sell |
581
-216
| -27% | -$16K | 0.01% | 437 |
|
|
2023
Q1 | $61.6K | Buy |
797
+65
| +9% | +$5.02K | 0.01% | 363 |
|
|
2022
Q4 | $56K | Sell |
732
-156
| -18% | -$11.9K | 0.01% | 394 |
|
|
2022
Q3 | $63K | Sell |
888
-326
| -27% | -$23.1K | 0.01% | 338 |
|
|
2022
Q2 | $103K | Buy |
1,214
+383
| +46% | +$32.5K | 0.02% | 248 |
|
|
2022
Q1 | $68K | Buy |
831
+225
| +37% | +$18.4K | 0.01% | 335 |
|
|
2021
Q4 | $48K | Sell |
606
-25
| -4% | -$1.98K | 0.01% | 385 |
|
|
2021
Q3 | $50K | Buy |
631
+259
| +70% | +$20.5K | 0.01% | 360 |
|
|
2021
Q2 | $29K | Buy |
372
+28
| +8% | +$2.18K | 0.01% | 469 |
|
|
2021
Q1 | $27K | Buy |
344
+77
| +29% | +$6.04K | 0.01% | 452 |
|
|
2020
Q4 | $20K | Buy |
267
+25
| +10% | +$1.87K | ﹤0.01% | 534 |
|
|
2020
Q3 | $15K | Buy |
242
+76
| +46% | +$4.71K | ﹤0.01% | 520 |
|
|
2020
Q2 | $9K | Buy |
166
+131
| +374% | +$7.1K | ﹤0.01% | 520 |
|
|
2020
Q1 | $2K | Sell |
35
-27
| -44% | -$1.54K | ﹤0.01% | 754 |
|
|
2019
Q4 | $5K | Buy |
62
+14
| +29% | +$1.13K | ﹤0.01% | 593 |
|
|
2019
Q3 | $4K | Hold |
48
| – | – | ﹤0.01% | 587 |
|
|
2019
Q2 | $3K | Buy |
48
+3
| +7% | +$188 | ﹤0.01% | 664 |
|
|
2019
Q1 | $3K | Buy |
45
+20
| +80% | +$1.33K | ﹤0.01% | 649 |
|
|
2018
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 576 |
|
|
2018
Q3 | $2K | Hold |
25
| – | – | ﹤0.01% | 618 |
|
|
2018
Q2 | $2K | Buy |
25
+17
| +213% | +$1.36K | ﹤0.01% | 585 |
|
|
2018
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 917 |
|
|
2017
Q4 | $0 | Buy |
8
+5
| +167% | – | ﹤0.01% | 784 |
|
|
2017
Q3 | $0 | Hold |
3
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 651 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 685 |
|