J.P. Morgan Private Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $53.6M | Sell |
812,140
-120,109
| -13% | -$7.93M | 0.15% | 150 |
|
|
2023
Q2 | $69.2M | Sell |
932,249
-366,290
| -28% | -$27.2M | 0.36% | 68 |
|
|
2023
Q1 | $100M | Sell |
1,298,539
-35,518
| -3% | -$2.74M | 0.21% | 106 |
|
|
2022
Q4 | $102M | Buy |
1,334,057
+270,863
| +25% | +$20.7M | 0.23% | 106 |
|
|
2022
Q3 | $75.2M | Buy |
1,063,194
+25,999
| +3% | +$1.84M | 0.2% | 120 |
|
|
2022
Q2 | $87.9M | Buy |
1,037,195
+77,498
| +8% | +$6.56M | 0.22% | 108 |
|
|
2022
Q1 | $78.4M | Buy |
959,697
+22,387
| +2% | +$1.83M | 0.17% | 140 |
|
|
2021
Q4 | $73.6M | Sell |
937,310
-66,861
| -7% | -$5.25M | 0.16% | 148 |
|
|
2021
Q3 | $78.8M | Sell |
1,004,171
-22,849
| -2% | -$1.79M | 0.19% | 127 |
|
|
2021
Q2 | $79.9M | Buy |
1,027,020
+125,423
| +14% | +$9.75M | 0.21% | 118 |
|
|
2021
Q1 | $71M | Buy |
901,597
+89,286
| +11% | +$7.03M | 0.23% | 108 |
|
|
2020
Q4 | $60.3M | Buy |
812,311
+36,054
| +5% | +$2.68M | 0.2% | 122 |
|
|
2020
Q3 | $48.3M | Buy |
776,257
+79,846
| +11% | +$4.97M | 0.19% | 122 |
|
|
2020
Q2 | $38.1M | Buy |
696,411
+248,240
| +55% | +$13.6M | 0.17% | 128 |
|
|
2020
Q1 | $20.5M | Buy |
448,171
+258,180
| +136% | +$11.8M | 0.12% | 163 |
|
|
2019
Q4 | $16.3M | Buy |
189,991
+15,175
| +9% | +$1.3M | 0.07% | 230 |
|
|
2019
Q3 | $13.9M | Buy |
174,816
+14,557
| +9% | +$1.16M | 0.07% | 239 |
|
|
2019
Q2 | $11.3M | Sell |
160,259
-10,388
| -6% | -$735K | 0.06% | 259 |
|
|
2019
Q1 | $11.4M | Sell |
170,647
-6,975
| -4% | -$466K | 0.06% | 268 |
|
|
2018
Q4 | $11.1M | Buy |
177,622
+1,926
| +1% | +$121K | 0.07% | 249 |
|
|
2018
Q3 | $12.9M | Buy |
175,696
+2,187
| +1% | +$160K | 0.06% | 257 |
|
|
2018
Q2 | $11.8M | Buy |
173,509
+23,403
| +16% | +$1.6M | 0.07% | 252 |
|
|
2018
Q1 | $9M | Sell |
150,106
-753
| -0.5% | -$45.1K | 0.06% | 251 |
|
|
2017
Q4 | $9.16M | Buy |
150,859
+7,677
| +5% | +$466K | 0.06% | 248 |
|
|
2017
Q3 | $7.73M | Buy |
143,182
+10,726
| +8% | +$579K | 0.06% | 259 |
|
|
2017
Q2 | $6.67M | Buy |
132,456
+6,274
| +5% | +$316K | 0.05% | 266 |
|
|
2017
Q1 | $6.55M | Sell |
126,182
-35,174
| -22% | -$1.83M | 0.05% | 273 |
|
|
2016
Q4 | $8.94M | Sell |
161,356
-26,433
| -14% | -$1.46M | 0.08% | 205 |
|
|
2016
Q3 | $9.2M | Buy |
187,789
+2,907
| +2% | +$142K | 0.09% | 202 |
|
|
2016
Q2 | $9.38M | Buy |
184,882
+16,639
| +10% | +$844K | 0.09% | 190 |
|
|
2016
Q1 | $7.86M | Buy |
168,243
+54,006
| +47% | +$2.52M | 0.08% | 200 |
|
|
2015
Q4 | $4.68M | Sell |
114,237
-5,383
| -5% | -$221K | 0.05% | 240 |
|
|
2015
Q3 | $4.66M | Sell |
119,620
-26,056
| -18% | -$1.02M | 0.06% | 233 |
|
|
2015
Q2 | $5.26M | Sell |
145,676
-33,442
| -19% | -$1.21M | 0.06% | 238 |
|
|
2015
Q1 | $6.76M | Buy |
179,118
+30,723
| +21% | +$1.16M | 0.08% | 216 |
|
|
2014
Q4 | $5.89M | Sell |
148,395
-1,428
| -1% | -$56.7K | 0.07% | 231 |
|
|
2014
Q3 | $5.69M | Buy |
149,823
+133,869
| +839% | +$5.08M | 0.07% | 233 |
|
|
2014
Q2 | $598K | Sell |
15,954
-5,704
| -26% | -$214K | 0.01% | 517 |
|
|
2014
Q1 | $782K | Buy |
21,658
+3,526
| +19% | +$127K | 0.01% | 452 |
|
|
2013
Q4 | $655K | Buy |
18,132
+5,304
| +41% | +$192K | 0.01% | 407 |
|
|
2013
Q3 | $408K | Sell |
12,828
-99,411
| -89% | -$3.16M | 0.01% | 464 |
|
|
2013
Q2 | $3.83M | Buy |
+112,239
| New | +$3.83M | 0.09% | 191 |
|