Institute for 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 | $260K | Hold |
3,431
| – | – | 0.03% | 472 |
|
|
2025
Q1 | $257K | Sell |
3,431
-172
| -5% | -$12.9K | 0.03% | 453 |
|
|
2024
Q4 | $276K | Hold |
3,603
| – | – | 0.03% | 417 |
|
|
2024
Q3 | $281K | Sell |
3,603
-70
| -2% | -$5.47K | 0.04% | 429 |
|
|
2024
Q2 | $262K | Hold |
3,673
| – | – | 0.04% | 417 |
|
|
2024
Q1 | $298K | Hold |
3,673
| – | – | 0.04% | 387 |
|
|
2023
Q4 | $269K | Buy |
3,673
+324
| +10% | +$23.7K | 0.04% | 390 |
|
|
2023
Q3 | $221K | Buy |
+3,349
| New | +$221K | 0.04% | 409 |
|
|
2020
Q3 | – | Sell |
-4,121
| Closed | -$225K | – | 443 |
|
|
2020
Q2 | $225K | Buy |
+4,121
| New | +$225K | 0.06% | 375 |
|
|
2020
Q1 | – | Sell |
-4,011
| Closed | -$343K | – | 647 |
|
|
2019
Q4 | $343K | Buy |
4,011
+29
| +0.7% | +$2.48K | 0.08% | 317 |
|
|
2019
Q3 | $316K | Sell |
3,982
-5,495
| -58% | -$436K | 0.08% | 314 |
|
|
2019
Q2 | $670K | Sell |
9,477
-509
| -5% | -$36K | 0.15% | 209 |
|
|
2019
Q1 | $667K | Buy |
+9,986
| New | +$667K | 0.15% | 194 |
|
|
2018
Q1 | – | Sell |
-6,765
| Closed | -$412K | – | 380 |
|
|
2017
Q4 | $412K | Buy |
+6,765
| New | +$412K | 0.1% | 257 |
|
|
2017
Q3 | – | Sell |
-8,080
| Closed | -$409K | – | 376 |
|
|
2017
Q2 | $409K | Buy |
+8,080
| New | +$409K | 0.11% | 256 |
|
|
2013
Q3 | – | Sell |
-300
| Closed | -$10K | – | 110 |
|
|
2013
Q2 | $10K | Buy |
+300
| New | +$10K | 0.01% | 89 |
|