Hamilton Point Investment Advisors’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 |
-3,201
| Closed | -$234K | – | 156 |
|
|
2023
Q4 | $234K | Hold |
3,201
| – | – | 0.05% | 116 |
|
|
2023
Q3 | $211K | Hold |
3,201
| – | – | 0.05% | 113 |
|
|
2023
Q2 | $238K | Hold |
3,201
| – | – | 0.06% | 110 |
|
|
2023
Q1 | $247K | Buy |
+3,201
| New | +$247K | 0.06% | 105 |
|
|
2014
Q1 | – | Sell |
-25,644
| Closed | -$926K | – | 61 |
|
|
2013
Q4 | $926K | Buy |
+25,644
| New | +$926K | 0.92% | 55 |
|