Hennion & Walsh Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.04M | Buy |
66,483
+22
| +0% | +$1.67K | 0.2% | 112 |
|
2025
Q1 | $4.99M | Buy |
66,461
+1,067
| +2% | +$80.1K | 0.22% | 98 |
|
2024
Q4 | $5M | Buy |
65,394
+1,211
| +2% | +$92.6K | 0.23% | 95 |
|
2024
Q3 | $4.99M | Buy |
64,183
+70
| +0.1% | +$5.44K | 0.23% | 98 |
|
2024
Q2 | $4.58M | Buy |
64,113
+1,577
| +3% | +$113K | 0.24% | 94 |
|
2024
Q1 | $5.08M | Buy |
62,536
+1,446
| +2% | +$117K | 0.27% | 80 |
|
2023
Q4 | $4.47M | Hold |
61,090
| – | – | 0.26% | 87 |
|
2023
Q3 | $4.03M | Hold |
61,090
| – | – | 0.26% | 91 |
|
2023
Q2 | $4.53M | Buy |
61,090
+5,000
| +9% | +$371K | 0.27% | 85 |
|
2023
Q1 | $4.33M | Hold |
56,090
| – | – | 0.27% | 91 |
|
2022
Q4 | $4.29M | Buy |
56,090
+19,430
| +53% | +$1.49M | 0.26% | 94 |
|
2022
Q3 | $2.59M | Hold |
36,660
| – | – | 0.17% | 155 |
|
2022
Q2 | $3.11M | Hold |
36,660
| – | – | 0.19% | 136 |
|
2022
Q1 | $2.99M | Hold |
36,660
| – | – | 0.16% | 171 |
|
2021
Q4 | $2.88M | Sell |
36,660
-8,271
| -18% | -$650K | 0.14% | 190 |
|
2021
Q3 | $3.53M | Sell |
44,931
-1,535
| -3% | -$120K | 0.19% | 157 |
|
2021
Q2 | $3.61M | Sell |
46,466
-6,665
| -13% | -$518K | 0.19% | 140 |
|
2021
Q1 | $4.18M | Buy |
+53,131
| New | +$4.18M | 0.25% | 102 |
|