Global Retirement Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.04M | Buy |
14,129
+10,902
| +338% | +$829K | 0.02% | 650 |
|
|
2025
Q3 | $266K | Buy |
3,227
+141
| +5% | +$11.3K | 0.01% | 1035 |
|
|
2025
Q2 | $234K | Buy |
+3,086
| New | +$224K | 0.01% | 1009 |
|
|
2024
Q4 | $201K | Sell |
2,628
-604
| -19% | -$46.2K | 0.01% | 951 |
|
|
2024
Q3 | $252K | Sell |
3,232
-3,119
| -49% | -$234K | 0.01% | 835 |
|
|
2024
Q2 | $453K | Buy |
6,351
+827
| +15% | +$61.8K | 0.01% | 636 |
|
|
2024
Q1 | $448K | Buy |
5,524
+165
| +3% | +$13K | 0.02% | 555 |
|
|
2023
Q4 | $401K | Buy |
5,359
+90
| +2% | +$6.21K | 0.02% | 541 |
|
|
2023
Q3 | $342K | Sell |
5,269
-207
| -4% | -$14.9K | 0.02% | 525 |
|
|
2023
Q2 | $406K | Buy |
5,476
+369
| +7% | +$27.3K | 0.02% | 503 |
|
|
2023
Q1 | $385K | Buy |
5,107
+272
| +6% | +$20.9K | 0.02% | 482 |
|
|
2022
Q4 | $370K | Buy |
4,835
+43
| +0.9% | +$3.47K | 0.03% | 425 |
|
|
2022
Q3 | $415K | Buy |
4,792
+24
| +0.5% | +$2K | 0.03% | 395 |
|
|
2022
Q2 | $404K | Buy |
4,768
+87
| +2% | +$7.29K | 0.03% | 392 |
|
|
2022
Q1 | $361K | Buy |
+4,681
| New | +$378K | 0.03% | 411 |
|
|
2021
Q4 | – | Sell |
-627
| Closed | -$49K | – | 1620 |
|
|
2021
Q3 | $49K | Buy |
627
+57
| +10% | +$4.35K | ﹤0.01% | 866 |
|
|
2021
Q2 | $44K | Buy |
570
+114
| +25% | +$9.21K | ﹤0.01% | 909 |
|
|
2021
Q1 | $36K | Sell |
456
-1,081
| -70% | -$83.8K | ﹤0.01% | 907 |
|
|
2020
Q4 | $114K | Sell |
1,537
-3,296
| -68% | -$227K | 0.01% | 504 |
|
|
2020
Q3 | $301K | Sell |
4,833
-849
| -15% | -$49.4K | 0.04% | 297 |
|
|
2020
Q2 | $311K | Buy |
5,682
+803
| +16% | +$42.2K | 0.05% | 286 |
|
|
2020
Q1 | $223K | Sell |
4,879
-1,699
| -26% | -$118K | 0.04% | 302 |
|
|
2019
Q4 | $563K | Buy |
6,578
+229
| +4% | +$18.6K | 0.09% | 212 |
|
|
2019
Q3 | $504K | Buy |
6,349
+6,216
| +4,674% | +$456K | 0.08% | 211 |
|
|
2019
Q2 | $9K | Hold |
133
| – | – | ﹤0.01% | 1151 |
|
|
2019
Q1 | $9K | Hold |
133
| – | – | ﹤0.01% | 1093 |
|
|
2018
Q4 | $8K | Sell |
133
-68
| -34% | -$4.58K | ﹤0.01% | 1042 |
|
|
2018
Q3 | $15K | Sell |
201
-2
| -1% | -$144 | ﹤0.01% | 924 |
|
|
2018
Q2 | $14K | Hold |
203
| – | – | ﹤0.01% | 912 |
|
|
2018
Q1 | $12K | Hold |
203
| – | – | ﹤0.01% | 919 |
|
|
2017
Q4 | $12K | Sell |
203
-157
| -44% | -$8.9K | ﹤0.01% | 856 |
|
|
2017
Q3 | $19K | Hold |
360
| – | – | 0.01% | 667 |
|
|
2017
Q2 | $18K | Buy |
360
+50
| +16% | +$2.67K | 0.01% | 630 |
|
|
2017
Q1 | $16K | Hold |
310
| – | – | 0.01% | 617 |
|
|
2016
Q4 | $17K | Buy |
+310
| New | +$16.1K | 0.01% | 557 |
|