Intellectus Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-9,579
| Closed | -$789K | – | 305 |
|
|
2025
Q3 | $789K | Buy |
9,579
+11
| +0.1% | +$880 | 0.15% | 160 |
|
|
2025
Q2 | $725K | Buy |
+9,568
| New | +$695K | 0.16% | 162 |
|
|
2025
Q1 | – | Sell |
-15,926
| Closed | -$1.22M | – | 288 |
|
|
2024
Q4 | $1.22M | Buy |
15,926
+24
| +0.2% | +$1.84K | 0.27% | 99 |
|
|
2024
Q3 | $1.24M | Buy |
15,902
+1,271
| +9% | +$95.5K | 0.32% | 94 |
|
|
2024
Q2 | $1.04M | Buy |
14,631
+17
| +0.1% | +$1.27K | 0.29% | 101 |
|
|
2024
Q1 | $1.19M | Buy |
14,614
+94
| +0.6% | +$7.41K | 0.31% | 91 |
|
|
2023
Q4 | $1.06M | Buy |
14,520
+807
| +6% | +$55.7K | 0.31% | 94 |
|
|
2023
Q3 | $906K | Buy |
13,713
+601
| +5% | +$43.2K | 0.29% | 98 |
|
|
2023
Q2 | $973K | Buy |
13,112
+7,703
| +142% | +$570K | 0.29% | 100 |
|
|
2023
Q1 | $418K | Sell |
5,409
-41
| -0.8% | -$3.15K | 0.13% | 181 |
|
|
2022
Q4 | $417K | Sell |
5,450
-158
| -3% | -$12.8K | 0.15% | 177 |
|
|
2022
Q3 | $397K | Sell |
5,608
-464
| -8% | -$38.6K | 0.14% | 178 |
|
|
2022
Q2 | $517K | Sell |
6,072
-293
| -5% | -$24.5K | 0.18% | 160 |
|
|
2022
Q1 | $523K | Sell |
6,365
-113
| -2% | -$9.13K | 0.16% | 159 |
|
|
2021
Q4 | $509K | Sell |
6,478
-255
| -4% | -$19.6K | 0.13% | 178 |
|
|
2021
Q3 | $532K | Buy |
6,733
+12
| +0.2% | +$915 | 0.13% | 183 |
|
|
2021
Q2 | $523K | Buy |
6,721
+10
| +0.1% | +$808 | 0.12% | 188 |
|
|
2021
Q1 | $531K | Sell |
6,711
-123
| -2% | -$9.54K | 0.15% | 175 |
|
|
2020
Q4 | $507K | Buy |
6,834
+672
| +11% | +$46.2K | 0.15% | 161 |
|
|
2020
Q3 | $383K | Sell |
6,162
-1,239
| -17% | -$72.1K | 0.14% | 161 |
|
|
2020
Q2 | $405K | Buy |
7,401
+80
| +1% | +$4.21K | 0.16% | 156 |
|
|
2020
Q1 | $334K | Buy |
+7,321
| New | +$507K | 0.16% | 153 |
|
|
2019
Q2 | – | Sell |
-224
| Closed | -$15K | – | 373 |
|
|
2019
Q1 | $15K | Hold |
224
| – | – | 0.01% | 331 |
|
|
2018
Q4 | $14K | Sell |
224
-792
| -78% | -$53.4K | 0.01% | 189 |
|
|
2018
Q3 | $74K | Hold |
1,016
| – | – | 0.03% | 313 |
|
|
2018
Q2 | $69K | Hold |
1,016
| – | – | 0.03% | 307 |
|
|
2018
Q1 | $61K | Sell |
1,016
-4,198
| -81% | -$254K | 0.02% | 319 |
|
|
2017
Q4 | $317K | Sell |
5,214
-162
| -3% | -$9.18K | 0.12% | 176 |
|
|
2017
Q3 | $290K | Buy |
5,376
+3,860
| +255% | +$201K | 0.12% | 181 |
|
|
2017
Q2 | $76K | Buy |
1,516
+142
| +10% | +$7.58K | 0.03% | 315 |
|
|
2017
Q1 | $71K | Hold |
1,374
| – | – | 0.04% | 283 |
|
|
2016
Q4 | $76K | Buy |
+1,374
| New | +$71.4K | 0.04% | 262 |
|
Other funds holding SYY
