GW
GW & Wade’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.08M | Buy |
14,730
+9
| +0.1% | +$658 | 0.04% | 220 |
|
|
2023
Q3 | $972K | Buy |
14,721
+8
| +0.1% | +$528 | 0.04% | 213 |
|
|
2023
Q2 | $1.09M | Buy |
14,713
+8
| +0.1% | +$594 | 0.04% | 203 |
|
|
2023
Q1 | $1.14M | Sell |
14,705
-373
| -2% | -$28.8K | 0.04% | 190 |
|
|
2022
Q4 | $1.15M | Buy |
15,078
+14
| +0.1% | +$1.07K | 0.05% | 184 |
|
|
2022
Q3 | $1.07M | Sell |
15,064
-616
| -4% | -$43.6K | 0.05% | 176 |
|
|
2022
Q2 | $1.33M | Buy |
15,680
+795
| +5% | +$67.3K | 0.06% | 171 |
|
|
2022
Q1 | $1.22M | Buy |
14,885
+64
| +0.4% | +$5.22K | 0.05% | 173 |
|
|
2021
Q4 | $1.16M | Buy |
14,821
+6,268
| +73% | +$492K | 0.05% | 180 |
|
|
2021
Q3 | $671K | Buy |
8,553
+240
| +3% | +$18.8K | 0.03% | 219 |
|
|
2021
Q2 | $646K | Sell |
8,313
-1,765
| -18% | -$137K | 0.03% | 221 |
|
|
2021
Q1 | $794K | Sell |
10,078
-8,219
| -45% | -$648K | 0.04% | 183 |
|
|
2020
Q4 | $1.36M | Buy |
18,297
+3,622
| +25% | +$269K | 0.08% | 120 |
|
|
2020
Q3 | $913K | Buy |
14,675
+12
| +0.1% | +$747 | 0.07% | 123 |
|
|
2020
Q2 | $801K | Sell |
14,663
-209
| -1% | -$11.4K | 0.07% | 126 |
|
|
2020
Q1 | $679K | Sell |
14,872
-4,991
| -25% | -$228K | 0.06% | 125 |
|
|
2019
Q4 | $1.7M | Sell |
19,863
-222
| -1% | -$19K | 0.13% | 99 |
|
|
2019
Q3 | $1.6M | Sell |
20,085
-59
| -0.3% | -$4.69K | 0.14% | 96 |
|
|
2019
Q2 | $1.43M | Buy |
20,144
+307
| +2% | +$21.7K | 0.13% | 96 |
|
|
2019
Q1 | $1.32M | Sell |
19,837
-5,035
| -20% | -$336K | 0.13% | 100 |
|
|
2018
Q4 | $1.56M | Sell |
24,872
-417
| -2% | -$26.1K | 0.17% | 90 |
|
|
2018
Q3 | $1.85M | Sell |
25,289
-1,129
| -4% | -$82.7K | 0.2% | 89 |
|
|
2018
Q2 | $1.8M | Sell |
26,418
-2,246
| -8% | -$153K | 0.2% | 89 |
|
|
2018
Q1 | $1.72M | Buy |
28,664
+5,858
| +26% | +$351K | 0.2% | 92 |
|
|
2017
Q4 | $1.39M | Buy |
22,806
+4
| +0% | +$243 | 0.16% | 94 |
|
|
2017
Q3 | $1.23M | Buy |
22,802
+3
| +0% | +$162 | 0.15% | 98 |
|
|
2017
Q2 | $1.15M | Buy |
22,799
+525
| +2% | +$26.4K | 0.15% | 96 |
|
|
2017
Q1 | $1.16M | Sell |
22,274
-40,235
| -64% | -$2.09M | 0.15% | 93 |
|
|
2016
Q4 | $3.46M | Buy |
62,509
+508
| +0.8% | +$28.1K | 0.57% | 44 |
|
|
2016
Q3 | $3.04M | Buy |
62,001
+1,272
| +2% | +$62.3K | 0.55% | 47 |
|
|
2016
Q2 | $3.08M | Sell |
60,729
-88,494
| -59% | -$4.49M | 0.53% | 49 |
|
|
2016
Q1 | $6.97M | Buy |
149,223
+12,015
| +9% | +$561K | 1.36% | 18 |
|
|
2015
Q4 | $5.63M | Sell |
137,208
-711
| -0.5% | -$29.2K | 1.18% | 25 |
|
|
2015
Q3 | $5.38M | Buy |
137,919
+1,121
| +0.8% | +$43.7K | 1.19% | 21 |
|
|
2015
Q2 | $4.94M | Sell |
136,798
-2,954
| -2% | -$107K | 0.98% | 26 |
|
|
2015
Q1 | $5.27M | Sell |
139,752
-32,464
| -19% | -$1.22M | 0.99% | 26 |
|
|
2014
Q4 | $6.84M | Sell |
172,216
-1,282
| -0.7% | -$50.9K | 1.79% | 11 |
|
|
2014
Q3 | $6.58M | Sell |
173,498
-1,082
| -0.6% | -$41.1K | 1.91% | 10 |
|
|
2014
Q2 | $6.54M | Buy |
174,580
+1,275
| +0.7% | +$47.7K | 1.93% | 9 |
|
|
2014
Q1 | $6.26M | Buy |
173,305
+555
| +0.3% | +$20.1K | 2.03% | 8 |
|
|
2013
Q4 | $6.24M | Buy |
172,750
+60,220
| +54% | +$2.17M | 2.02% | 8 |
|
|
2013
Q3 | $3.58M | Hold |
112,530
| – | – | 1.24% | 31 |
|
|
2013
Q2 | $3.84M | Buy |
+112,530
| New | +$3.84M | 1.39% | 26 |
|