J.W. Cole Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.1M | Buy |
27,770
+4,585
| +20% | +$347K | 0.04% | 401 |
|
|
2025
Q1 | $1.74M | Buy |
23,185
+16,229
| +233% | +$1.22M | 0.05% | 359 |
|
|
2024
Q4 | $532K | Buy |
6,956
+375
| +6% | +$28.7K | 0.02% | 586 |
|
|
2024
Q3 | $514K | Sell |
6,581
-354
| -5% | -$27.6K | 0.02% | 587 |
|
|
2024
Q2 | $495K | Sell |
6,935
-311
| -4% | -$22.2K | 0.02% | 522 |
|
|
2024
Q1 | $587K | Sell |
7,246
-78
| -1% | -$6.32K | 0.03% | 493 |
|
|
2023
Q4 | $536K | Buy |
7,324
+2,024
| +38% | +$148K | 0.03% | 467 |
|
|
2023
Q3 | $350K | Buy |
5,300
+860
| +19% | +$56.8K | 0.03% | 522 |
|
|
2023
Q2 | $329K | Sell |
4,440
-112
| -2% | -$8.31K | 0.02% | 542 |
|
|
2023
Q1 | $352K | Buy |
4,552
+438
| +11% | +$33.8K | 0.03% | 551 |
|
|
2022
Q4 | $315K | Buy |
4,114
+420
| +11% | +$32.1K | 0.02% | 545 |
|
|
2022
Q3 | $261K | Sell |
3,694
-30
| -0.8% | -$2.12K | 0.02% | 586 |
|
|
2022
Q2 | $315K | Sell |
3,724
-2,319
| -38% | -$196K | 0.03% | 535 |
|
|
2022
Q1 | $493K | Sell |
6,043
-7,217
| -54% | -$589K | 0.03% | 461 |
|
|
2021
Q4 | $1.04M | Sell |
13,260
-133
| -1% | -$10.5K | 0.07% | 292 |
|
|
2021
Q3 | $1.05M | Sell |
13,393
-482
| -3% | -$37.8K | 0.08% | 154 |
|
|
2021
Q2 | $1.08M | Sell |
13,875
-638
| -4% | -$49.6K | 0.08% | 261 |
|
|
2021
Q1 | $1.14M | Sell |
14,513
-107
| -0.7% | -$8.43K | 0.11% | 225 |
|
|
2020
Q4 | $1.09M | Buy |
14,620
+2,508
| +21% | +$186K | 0.11% | 215 |
|
|
2020
Q3 | $754K | Buy |
+12,112
| New | +$754K | 0.06% | 321 |
|