JFS Wealth 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 | $43.6K | Buy |
575
+2
| +0.3% | +$151 | ﹤0.01% | 487 |
|
|
2025
Q1 | $43K | Sell |
573
-83
| -13% | -$6.23K | ﹤0.01% | 505 |
|
|
2024
Q4 | $50.2K | Buy |
656
+173
| +36% | +$13.2K | ﹤0.01% | 461 |
|
|
2024
Q3 | $37.7K | Buy |
483
+5
| +1% | +$390 | ﹤0.01% | 516 |
|
|
2024
Q2 | $34.1K | Sell |
478
-3
| -0.6% | -$214 | ﹤0.01% | 482 |
|
|
2024
Q1 | $39K | Sell |
481
-19
| -4% | -$1.54K | ﹤0.01% | 482 |
|
|
2023
Q4 | $36.6K | Buy |
500
+141
| +39% | +$10.3K | ﹤0.01% | 465 |
|
|
2023
Q3 | $23.7K | Sell |
359
-99
| -22% | -$6.54K | ﹤0.01% | 501 |
|
|
2023
Q2 | $34K | Sell |
458
-31
| -6% | -$2.3K | ﹤0.01% | 430 |
|
|
2023
Q1 | $37.8K | Buy |
489
+49
| +11% | +$3.78K | ﹤0.01% | 407 |
|
|
2022
Q4 | $33.6K | Sell |
440
-1,576
| -78% | -$120K | ﹤0.01% | 427 |
|
|
2022
Q3 | $143K | Sell |
2,016
-25
| -1% | -$1.77K | 0.02% | 250 |
|
|
2022
Q2 | $173K | Buy |
2,041
+18
| +0.9% | +$1.53K | 0.02% | 231 |
|
|
2022
Q1 | $165K | Sell |
2,023
-56
| -3% | -$4.57K | 0.02% | 244 |
|
|
2021
Q4 | $163K | Buy |
2,079
+32
| +2% | +$2.51K | 0.02% | 248 |
|
|
2021
Q3 | $161K | Buy |
2,047
+1,889
| +1,196% | +$149K | 0.02% | 243 |
|
|
2021
Q2 | $12K | Hold |
158
| – | – | ﹤0.01% | 427 |
|
|
2021
Q1 | $12K | Hold |
158
| – | – | ﹤0.01% | 403 |
|
|
2020
Q4 | $12K | Hold |
158
| – | – | ﹤0.01% | 402 |
|
|
2020
Q3 | $10K | Hold |
158
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $9K | Hold |
158
| – | – | ﹤0.01% | 393 |
|
|
2020
Q1 | $7K | Hold |
158
| – | – | ﹤0.01% | 373 |
|
|
2019
Q4 | $14K | Hold |
158
| – | – | ﹤0.01% | 352 |
|
|
2019
Q3 | $13K | Hold |
158
| – | – | ﹤0.01% | 351 |
|
|
2019
Q2 | $11K | Hold |
158
| – | – | ﹤0.01% | 363 |
|
|
2019
Q1 | $11K | Hold |
158
| – | – | ﹤0.01% | 351 |
|
|
2018
Q4 | $10K | Hold |
158
| – | – | ﹤0.01% | 348 |
|
|
2018
Q3 | $12K | Hold |
158
| – | – | ﹤0.01% | 389 |
|
|
2018
Q2 | $11K | Buy |
158
+145
| +1,115% | +$10.1K | ﹤0.01% | 357 |
|
|
2018
Q1 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 506 |
|
|
2016
Q2 | – | Sell |
-19
| Closed | -$1K | – | 607 |
|
|
2016
Q1 | $1K | Buy |
+19
| New | +$1K | ﹤0.01% | 599 |
|