Hummer Financial Advisory Services’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 |
-3,050
| Closed | -$233K | – | 111 |
|
|
2024
Q4 | $233K | Hold |
3,050
| – | – | 0.18% | 97 |
|
|
2024
Q3 | $238K | Sell |
3,050
-400
| -12% | -$31.2K | 0.19% | 96 |
|
|
2024
Q2 | $246K | Sell |
3,450
-165
| -5% | -$11.8K | 0.21% | 91 |
|
|
2024
Q1 | $293K | Buy |
3,615
+165
| +5% | +$13.4K | 0.24% | 82 |
|
|
2023
Q4 | $252K | Hold |
3,450
| – | – | 0.23% | 83 |
|
|
2023
Q3 | $228K | Hold |
3,450
| – | – | 0.23% | 87 |
|
|
2023
Q2 | $256K | Hold |
3,450
| – | – | 0.25% | 83 |
|
|
2023
Q1 | $266K | Buy |
3,450
+150
| +5% | +$11.6K | 0.28% | 81 |
|
|
2022
Q4 | $252K | Hold |
3,300
| – | – | 0.28% | 79 |
|
|
2022
Q3 | $235K | Hold |
3,300
| – | – | 0.28% | 80 |
|
|
2022
Q2 | $281K | Sell |
3,300
-150
| -4% | -$12.8K | 0.32% | 75 |
|
|
2022
Q1 | $283K | Hold |
3,450
| – | – | 0.26% | 83 |
|
|
2021
Q4 | $273K | Hold |
3,450
| – | – | 0.23% | 86 |
|
|
2021
Q3 | $272K | Hold |
3,450
| – | – | 0.25% | 87 |
|
|
2021
Q2 | $270K | Hold |
3,450
| – | – | 0.25% | 88 |
|
|
2021
Q1 | $273K | Sell |
3,450
-165
| -5% | -$13.1K | 0.27% | 86 |
|
|
2020
Q4 | $268K | Hold |
3,615
| – | – | 0.28% | 79 |
|
|
2020
Q3 | $225K | Sell |
3,615
-225
| -6% | -$14K | 0.27% | 84 |
|
|
2020
Q2 | $210K | Buy |
+3,840
| New | +$210K | 0.27% | 85 |
|
|
2020
Q1 | – | Sell |
-6,675
| Closed | -$571K | – | 103 |
|
|
2019
Q4 | $571K | Buy |
+6,675
| New | +$571K | 0.62% | 43 |
|