Howe & Rusling’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,904
| Closed | -$222K | – | 472 |
|
|
2024
Q4 | $222K | Buy |
+2,904
| New | +$222K | 0.02% | 243 |
|
|
2022
Q4 | – | Sell |
-495
| Closed | -$35K | – | 943 |
|
|
2022
Q3 | $35K | Buy |
495
+20
| +4% | +$1.41K | ﹤0.01% | 355 |
|
|
2022
Q2 | $40K | Hold |
475
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $39K | Hold |
475
| – | – | ﹤0.01% | 341 |
|
|
2021
Q4 | $37K | Sell |
475
-18
| -4% | -$1.4K | ﹤0.01% | 354 |
|
|
2021
Q3 | $39K | Buy |
493
+18
| +4% | +$1.42K | ﹤0.01% | 333 |
|
|
2021
Q2 | $37K | Sell |
475
-100
| -17% | -$7.79K | ﹤0.01% | 323 |
|
|
2021
Q1 | $45K | Hold |
575
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $43K | Buy |
575
+375
| +188% | +$28K | 0.01% | 291 |
|
|
2020
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 420 |
|
|
2020
Q2 | $11K | Sell |
200
-500
| -71% | -$27.5K | ﹤0.01% | 431 |
|
|
2020
Q1 | $32K | Hold |
700
| – | – | 0.01% | 302 |
|
|
2019
Q4 | $60K | Hold |
700
| – | – | 0.01% | 273 |
|
|
2019
Q3 | $56K | Hold |
700
| – | – | 0.01% | 286 |
|
|
2019
Q2 | $50K | Hold |
700
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $47K | Hold |
700
| – | – | 0.01% | 296 |
|
|
2018
Q4 | $44K | Hold |
700
| – | – | 0.01% | 275 |
|
|
2018
Q3 | $51K | Hold |
700
| – | – | 0.01% | 270 |
|
|
2018
Q2 | $48K | Sell |
700
-209
| -23% | -$14.3K | 0.01% | 262 |
|
|
2018
Q1 | $54K | Sell |
909
-111
| -11% | -$6.59K | 0.01% | 269 |
|
|
2017
Q4 | $62K | Buy |
1,020
+20
| +2% | +$1.22K | 0.01% | 277 |
|
|
2017
Q3 | $54K | Sell |
1,000
-1,060
| -51% | -$57.2K | 0.01% | 298 |
|
|
2017
Q2 | $104K | Sell |
2,060
-535
| -21% | -$27K | 0.02% | 199 |
|
|
2017
Q1 | $135K | Buy |
2,595
+1,162
| +81% | +$60.5K | 0.03% | 175 |
|
|
2016
Q4 | $79K | Buy |
1,433
+12
| +0.8% | +$662 | 0.02% | 220 |
|
|
2016
Q3 | $70K | Sell |
1,421
-272
| -16% | -$13.4K | 0.02% | 231 |
|
|
2016
Q2 | $86K | Sell |
1,693
-28
| -2% | -$1.42K | 0.02% | 197 |
|
|
2016
Q1 | $80K | Sell |
1,721
-34
| -2% | -$1.58K | 0.02% | 229 |
|
|
2015
Q4 | $72K | Sell |
1,755
-11
| -0.6% | -$451 | 0.02% | 233 |
|
|
2015
Q3 | $69K | Sell |
1,766
-560
| -24% | -$21.9K | 0.02% | 234 |
|
|
2015
Q2 | $84K | Buy |
2,326
+286
| +14% | +$10.3K | 0.02% | 237 |
|
|
2015
Q1 | $77K | Buy |
2,040
+62
| +3% | +$2.34K | 0.02% | 239 |
|
|
2014
Q4 | $79K | Buy |
1,978
+25
| +1% | +$998 | 0.02% | 226 |
|
|
2014
Q3 | $74K | Buy |
1,953
+1,407
| +258% | +$53.3K | 0.02% | 240 |
|
|
2014
Q2 | $20K | Buy |
546
+196
| +56% | +$7.18K | ﹤0.01% | 390 |
|
|
2014
Q1 | $13K | Hold |
350
| – | – | ﹤0.01% | 530 |
|
|
2013
Q4 | $13K | Buy |
+350
| New | +$13K | ﹤0.01% | 458 |
|
|
2013
Q3 | – | Sell |
-350
| Closed | -$12K | – | 926 |
|
|
2013
Q2 | $12K | Buy |
+350
| New | +$12K | ﹤0.01% | 584 |
|