IHT Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $541K | Buy |
7,144
+1,230
| +21% | +$93.2K | 0.01% | 677 |
|
|
2025
Q1 | $444K | Sell |
5,914
-164
| -3% | -$12.3K | 0.01% | 715 |
|
|
2024
Q4 | $465K | Sell |
6,078
-719
| -11% | -$55K | 0.02% | 707 |
|
|
2024
Q3 | $530K | Buy |
6,797
+2,124
| +45% | +$166K | 0.02% | 708 |
|
|
2024
Q2 | $334K | Buy |
4,673
+26
| +0.6% | +$1.86K | 0.01% | 763 |
|
|
2024
Q1 | $377K | Buy |
4,647
+141
| +3% | +$11.4K | 0.02% | 722 |
|
|
2023
Q4 | $330K | Sell |
4,506
-34
| -0.7% | -$2.49K | 0.01% | 736 |
|
|
2023
Q3 | $300K | Sell |
4,540
-1,029
| -18% | -$68K | 0.02% | 731 |
|
|
2023
Q2 | $413K | Buy |
5,569
+11
| +0.2% | +$816 | 0.02% | 607 |
|
|
2023
Q1 | $429K | Buy |
5,558
+1,117
| +25% | +$86.3K | 0.02% | 555 |
|
|
2022
Q4 | $339K | Buy |
4,441
+980
| +28% | +$74.9K | 0.02% | 606 |
|
|
2022
Q3 | $245K | Buy |
3,461
+299
| +9% | +$21.2K | 0.02% | 698 |
|
|
2022
Q2 | $268K | Hold |
3,162
| – | – | 0.02% | 564 |
|
|
2022
Q1 | $258K | Buy |
3,162
+1
| +0% | +$82 | 0.02% | 625 |
|
|
2021
Q4 | $248K | Hold |
3,161
| – | – | 0.02% | 680 |
|
|
2021
Q3 | $248K | Sell |
3,161
-874
| -22% | -$68.6K | 0.02% | 662 |
|
|
2021
Q2 | $314K | Buy |
4,035
+378
| +10% | +$29.4K | 0.02% | 698 |
|
|
2021
Q1 | $288K | Sell |
3,657
-253
| -6% | -$19.9K | 0.02% | 648 |
|
|
2020
Q4 | $290K | Sell |
3,910
-37
| -0.9% | -$2.74K | 0.02% | 576 |
|
|
2020
Q3 | $246K | Buy |
3,947
+236
| +6% | +$14.7K | 0.02% | 546 |
|
|
2020
Q2 | $203K | Buy |
+3,711
| New | +$203K | 0.03% | 525 |
|
|
2020
Q1 | – | Sell |
-4,057
| Closed | -$347K | – | 652 |
|
|
2019
Q4 | $347K | Sell |
4,057
-385
| -9% | -$32.9K | 0.04% | 409 |
|
|
2019
Q3 | $353K | Buy |
4,442
+459
| +12% | +$36.5K | 0.05% | 386 |
|
|
2019
Q2 | $282K | Buy |
3,983
+229
| +6% | +$16.2K | 0.04% | 411 |
|
|
2019
Q1 | $251K | Sell |
3,754
-715
| -16% | -$47.8K | 0.04% | 399 |
|
|
2018
Q4 | $280K | Sell |
4,469
-700
| -14% | -$43.9K | 0.05% | 346 |
|
|
2018
Q3 | $379K | Sell |
5,169
-69
| -1% | -$5.06K | 0.08% | 277 |
|
|
2018
Q2 | $358K | Buy |
5,238
+304
| +6% | +$20.8K | 0.09% | 268 |
|
|
2018
Q1 | $288K | Buy |
4,934
+153
| +3% | +$8.93K | 0.08% | 280 |
|
|
2017
Q4 | $294K | Buy |
4,781
+71
| +2% | +$4.37K | 0.08% | 287 |
|
|
2017
Q3 | $254K | Sell |
4,710
-325
| -6% | -$17.5K | 0.11% | 208 |
|
|
2017
Q2 | $3 | Buy |
5,035
+2,840
| +129% | +$2 | ﹤0.01% | 1182 |
|
|
2017
Q1 | $113K | Sell |
2,195
-118
| -5% | -$6.08K | 0.08% | 262 |
|
|
2016
Q4 | $127K | Buy |
+2,313
| New | +$127K | 0.1% | 231 |
|