J.W. Coons 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 | $3.14M | Hold |
41,494
| – | – | 0.71% | 43 |
|
|
2025
Q1 | $3.11M | Buy |
41,494
+174
| +0.4% | +$13.1K | 0.82% | 34 |
|
|
2024
Q4 | $3.16M | Hold |
41,320
| – | – | 0.81% | 34 |
|
|
2024
Q3 | $3.23M | Sell |
41,320
-200
| -0.5% | -$15.6K | 0.81% | 35 |
|
|
2024
Q2 | $2.96M | Sell |
41,520
-200
| -0.5% | -$14.3K | 0.72% | 35 |
|
|
2024
Q1 | $3.39M | Hold |
41,720
| – | – | 0.77% | 31 |
|
|
2023
Q4 | $3.05M | Hold |
41,720
| – | – | 0.83% | 28 |
|
|
2023
Q3 | $2.76M | Sell |
41,720
-2,050
| -5% | -$135K | 0.8% | 32 |
|
|
2023
Q2 | $3.25M | Hold |
43,770
| – | – | 0.89% | 28 |
|
|
2023
Q1 | $3.38M | Sell |
43,770
-150
| -0.3% | -$11.6K | 0.97% | 27 |
|
|
2022
Q4 | $3.36M | Buy |
43,920
+1,550
| +4% | +$118K | 1% | 25 |
|
|
2022
Q3 | $3M | Buy |
42,370
+2,050
| +5% | +$145K | 1.13% | 19 |
|
|
2022
Q2 | $3.42M | Hold |
40,320
| – | – | 1.21% | 15 |
|
|
2022
Q1 | $3.29M | Sell |
40,320
-452
| -1% | -$36.9K | 0.98% | 25 |
|
|
2021
Q4 | $3.21M | Sell |
40,772
-1,020
| -2% | -$80.2K | 0.97% | 23 |
|
|
2021
Q3 | $3.29M | Sell |
41,792
-1,734
| -4% | -$136K | 1.13% | 16 |
|
|
2021
Q2 | $3.39M | Sell |
43,526
-615
| -1% | -$47.8K | 1.2% | 14 |
|
|
2021
Q1 | $3.48M | Sell |
44,141
-585
| -1% | -$46.1K | 1.24% | 16 |
|
|
2020
Q4 | $3.32M | Sell |
44,726
-760
| -2% | -$56.4K | 1.27% | 17 |
|
|
2020
Q3 | $2.83M | Sell |
45,486
-4,581
| -9% | -$285K | 1.18% | 20 |
|
|
2020
Q2 | $2.73M | Sell |
50,067
-1,196
| -2% | -$65.2K | 1.21% | 20 |
|
|
2020
Q1 | $2.34M | Buy |
+51,263
| New | +$2.34M | 1.23% | 18 |
|