Jacobson & Schmitt Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,100
| Closed | -$237K | – | 80 |
|
|
2024
Q4 | $237K | Buy |
3,100
+100
| +3% | +$7.65K | 0.05% | 72 |
|
|
2024
Q3 | $234K | Hold |
3,000
| – | – | 0.05% | 69 |
|
|
2024
Q2 | $214K | Buy |
+3,000
| New | +$214K | 0.05% | 68 |
|
|
2024
Q1 | – | Sell |
-3,000
| Closed | -$219K | – | 69 |
|
|
2023
Q4 | $219K | Sell |
3,000
-223
| -7% | -$16.3K | 0.06% | 65 |
|
|
2023
Q3 | $213K | Buy |
3,223
+223
| +7% | +$14.7K | 0.06% | 63 |
|
|
2023
Q2 | $223K | Hold |
3,000
| – | – | 0.06% | 60 |
|
|
2023
Q1 | $232K | Hold |
3,000
| – | – | 0.07% | 56 |
|
|
2022
Q4 | $212K | Hold |
3,000
| – | – | 0.07% | 54 |
|
|
2022
Q3 | $212K | Hold |
3,000
| – | – | 0.07% | 54 |
|
|
2022
Q2 | $254K | Hold |
3,000
| – | – | 0.08% | 43 |
|
|
2022
Q1 | $245K | Hold |
3,000
| – | – | 0.06% | 55 |
|
|
2021
Q4 | $236K | Buy |
+3,000
| New | +$236K | 0.06% | 59 |
|