IEQ Capital’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-13,337
| Closed | -$1.04M | – | 1433 |
|
2024
Q3 | $1.04M | Buy |
13,337
+1,791
| +16% | +$140K | 0.01% | 533 |
|
2024
Q2 | $824K | Buy |
11,546
+648
| +6% | +$46.3K | 0.01% | 524 |
|
2024
Q1 | $885K | Buy |
10,898
+572
| +6% | +$46.4K | 0.01% | 489 |
|
2023
Q4 | $755K | Sell |
10,326
-86
| -0.8% | -$6.29K | 0.01% | 484 |
|
2023
Q3 | $688K | Buy |
10,412
+614
| +6% | +$40.6K | 0.01% | 477 |
|
2023
Q2 | $727K | Sell |
9,798
-3,712
| -27% | -$275K | 0.01% | 460 |
|
2023
Q1 | $1.04M | Buy |
13,510
+1,902
| +16% | +$147K | 0.02% | 380 |
|
2022
Q4 | $887K | Sell |
11,608
-6,498
| -36% | -$497K | 0.02% | 388 |
|
2022
Q3 | $1.28M | Buy |
18,106
+5,161
| +40% | +$365K | 0.04% | 309 |
|
2022
Q2 | $1.1M | Buy |
12,945
+2,040
| +19% | +$173K | 0.03% | 292 |
|
2022
Q1 | $890K | Buy |
10,905
+2,535
| +30% | +$207K | 0.02% | 359 |
|
2021
Q4 | $657K | Sell |
8,370
-2,236
| -21% | -$176K | 0.02% | 392 |
|
2021
Q3 | $832K | Buy |
10,606
+3,343
| +46% | +$262K | 0.02% | 323 |
|
2021
Q2 | $565K | Buy |
7,263
+1,926
| +36% | +$150K | 0.02% | 338 |
|
2021
Q1 | $420K | Buy |
+5,337
| New | +$420K | 0.02% | 307 |
|
2020
Q4 | – | Sell |
-3,250
| Closed | -$202K | – | 369 |
|
2020
Q3 | $202K | Buy |
+3,250
| New | +$202K | 0.01% | 366 |
|
2020
Q1 | – | Sell |
-4,534
| Closed | -$388K | – | 428 |
|
2019
Q4 | $388K | Buy |
+4,534
| New | +$388K | 0.03% | 264 |
|