Hurlow Wealth Management Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
4,866
+4
| +0.1% | +$303 | 0.1% | 80 |
|
|
2025
Q1 | $365K | Sell |
4,862
-2
| -0% | -$150 | 0.11% | 81 |
|
|
2024
Q4 | $372K | Buy |
4,864
+2
| +0% | +$153 | 0.12% | 79 |
|
|
2024
Q3 | $380K | Hold |
4,862
| – | – | 0.12% | 80 |
|
|
2024
Q2 | $347K | Sell |
4,862
-233
| -5% | -$16.6K | 0.12% | 80 |
|
|
2024
Q1 | $414K | Buy |
5,095
+1
| +0% | +$81 | 0.15% | 73 |
|
|
2023
Q4 | $373K | Buy |
5,094
+5
| +0.1% | +$366 | 0.14% | 76 |
|
|
2023
Q3 | $336K | Sell |
5,089
-2
| -0% | -$132 | 0.15% | 77 |
|
|
2023
Q2 | $378K | Sell |
5,091
-4
| -0.1% | -$297 | 0.16% | 74 |
|
|
2023
Q1 | $393K | Buy |
5,095
+1
| +0% | +$77 | 0.18% | 69 |
|
|
2022
Q4 | $389K | Sell |
5,094
-104
| -2% | -$7.95K | 0.2% | 68 |
|
|
2022
Q3 | $368K | Sell |
5,198
-120
| -2% | -$8.5K | 0.21% | 64 |
|
|
2022
Q2 | $450K | Hold |
5,318
| – | – | 0.26% | 54 |
|
|
2022
Q1 | $434K | Hold |
5,318
| – | – | 0.27% | 58 |
|
|
2021
Q4 | $380K | Hold |
5,318
| – | – | 0.3% | 58 |
|
|
2021
Q3 | $417K | Hold |
5,318
| – | – | 0.25% | 59 |
|
|
2021
Q2 | $413K | Sell |
5,318
-25
| -0.5% | -$1.94K | 0.27% | 58 |
|
|
2021
Q1 | $421K | Buy |
5,343
+25
| +0.5% | +$1.97K | 0.3% | 56 |
|
|
2020
Q4 | $395K | Hold |
5,318
| – | – | 0.31% | 59 |
|
|
2020
Q3 | $331K | Hold |
5,318
| – | – | 0.3% | 61 |
|
|
2020
Q2 | $279K | Sell |
5,318
-7
| -0.1% | -$367 | 0.27% | 67 |
|
|
2020
Q1 | $245K | Sell |
5,325
-622
| -10% | -$28.6K | 0.26% | 75 |
|
|
2019
Q4 | $490K | Sell |
5,947
-18
| -0.3% | -$1.48K | 0.48% | 45 |
|
|
2019
Q3 | $471K | Hold |
5,965
| – | – | 0.5% | 46 |
|
|
2019
Q2 | $433K | Hold |
5,965
| – | – | 0.46% | 49 |
|
|
2019
Q1 | $420K | Sell |
5,965
-68
| -1% | -$4.79K | 0.45% | 50 |
|
|
2018
Q4 | $376K | Buy |
+6,033
| New | +$376K | 0.45% | 49 |
|