Heritage Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $499K | Hold |
|
|||||
|
2025
Q1 | $494K | Hold |
|
|||||
|
2024
Q4 | $503K | Hold |
|
|||||
|
2024
Q3 | $514K | Hold |
|
|||||
|
2024
Q2 | $470K | Sell |
|
|||||
|
2024
Q1 | $656K | Sell |
|
|||||
|
2023
Q4 | $642K | Sell |
|
|||||
|
2023
Q3 | $636K | Sell |
|
|||||
|
2023
Q2 | $718K | Sell |
|
|||||
|
2023
Q1 | $749K | Hold |
|
|||||
|
2022
Q4 | $741K | Hold |
|
|||||
|
2022
Q3 | $686K | Sell |
|
|||||
|
2022
Q2 | $828K | Buy |
|
|||||
|
2022
Q1 | $741K | Sell |
|
|||||
|
2021
Q4 | $800K | Sell |
|
|||||
|
2021
Q3 | $799K | Hold |
|
|||||
|
2021
Q2 | $792K | Hold |
|
|||||
|
2021
Q1 | $802K | Hold |
|
|||||
|
2020
Q4 | $756K | Hold |
|
|||||
|
2020
Q3 | $633K | Hold |
|
|||||
|
2020
Q2 | $556K | Hold |
|
|||||
|
2020
Q1 | $465K | Hold |
|
|||||
|
2019
Q4 | $871K | Hold |
|
|||||
|
2019
Q3 | $808K | Hold |
|
|||||
|
2019
Q2 | $720K | Buy |
|
|||||
|
2019
Q1 | $623K | Hold |
|
|||||
|
2018
Q4 | $585K | Hold |
|
|||||
|
2018
Q3 | $683K | Hold |
|
|||||
|
2018
Q2 | $637K | Hold |
|
|||||
|
2018
Q1 | $560K | Hold |
|
|||||
|
2017
Q4 | $568K | Hold |
|
|||||
|
2017
Q3 | $504K | Sell |
|
|||||
|
2017
Q2 | $534K | Hold |
|
|||||
|
2017
Q1 | $551K | Hold |
|
|||||
|
2016
Q4 | $589K | Buy |
|
|||||
|
2016
Q3 | $458K | Hold |
|
|||||
|
2016
Q2 | $474K | Hold |
|
|||||
|
2016
Q1 | $436K | Hold |
|
|||||
|
2015
Q4 | $383K | Hold |
|
|||||
|
2015
Q3 | $364K | Hold |
|
|||||
|
2015
Q2 | $336K | Hold |
|
|||||
|
2015
Q1 | $352K | Sell |
|
|||||
|
2014
Q4 | $391K | Hold |
|
|||||
|
2014
Q3 | $374K | Buy |
|
|||||
|
2014
Q2 | $300K | Hold |
|
|||||
|
2014
Q1 | $288K | Sell |
|
|||||
|
2013
Q4 | $303K | Buy |
|