Horan Securities’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,585
| Closed | -$192K | – | 601 |
|
2023
Q2 | $192K | Sell |
2,585
-23
| -0.9% | -$1.71K | 0.08% | 119 |
|
2023
Q1 | $201K | Buy |
2,608
+78
| +3% | +$6.03K | 0.1% | 103 |
|
2022
Q4 | $193K | Sell |
2,530
-18
| -0.7% | -$1.38K | 0.11% | 95 |
|
2022
Q3 | $180K | Buy |
2,548
+84
| +3% | +$5.93K | 0.11% | 96 |
|
2022
Q2 | $216K | Buy |
2,464
+197
| +9% | +$17.3K | 0.13% | 87 |
|
2022
Q1 | $185K | Buy |
2,267
+190
| +9% | +$15.5K | 0.11% | 88 |
|
2021
Q4 | $163K | Buy |
+2,077
| New | +$163K | 0.1% | 100 |
|
2021
Q2 | $121K | Buy |
1,550
+771
| +99% | +$60.2K | 0.09% | 109 |
|
2021
Q1 | $61K | Buy |
779
+659
| +549% | +$51.6K | 0.05% | 126 |
|
2020
Q4 | $9K | Buy |
+120
| New | +$9K | 0.01% | 273 |
|
2020
Q3 | – | Sell |
-141
| Closed | -$8K | – | 396 |
|
2020
Q2 | $8K | Buy |
+141
| New | +$8K | 0.01% | 203 |
|