Goepper Burkhardt’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
3,185
| – | – | 0.09% | 90 |
|
|
2025
Q1 | $239K | Sell |
3,185
-135
| -4% | -$10.1K | 0.1% | 86 |
|
|
2024
Q4 | $254K | Hold |
3,320
| – | – | 0.1% | 73 |
|
|
2024
Q3 | $259K | Hold |
3,320
| – | – | 0.11% | 69 |
|
|
2024
Q2 | $237K | Hold |
3,320
| – | – | 0.11% | 72 |
|
|
2024
Q1 | $253K | Hold |
3,320
| – | – | 0.12% | 71 |
|
|
2023
Q4 | $264K | Sell |
3,320
-600
| -15% | -$47.7K | 0.13% | 64 |
|
|
2023
Q3 | $259K | Hold |
3,920
| – | – | 0.16% | 53 |
|
|
2023
Q2 | $291K | Hold |
3,920
| – | – | 0.18% | 55 |
|
|
2023
Q1 | $303K | Hold |
3,920
| – | – | 0.2% | 50 |
|
|
2022
Q4 | $300K | Hold |
3,920
| – | – | 0.21% | 43 |
|
|
2022
Q3 | $277K | Hold |
3,920
| – | – | 0.21% | 45 |
|
|
2022
Q2 | $332K | Sell |
3,920
-35
| -0.9% | -$2.96K | 0.23% | 43 |
|
|
2022
Q1 | $323K | Hold |
3,955
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $311K | Hold |
3,955
| – | – | 0.18% | 52 |
|
|
2021
Q3 | $310K | Sell |
3,955
-800
| -17% | -$62.7K | 0.2% | 48 |
|
|
2021
Q2 | $370K | Hold |
4,755
| – | – | 0.23% | 44 |
|
|
2021
Q1 | $374K | Hold |
4,755
| – | – | 0.25% | 41 |
|
|
2020
Q4 | $353K | Buy |
+4,755
| New | +$353K | 0.26% | 41 |
|