JGUA
John G. Ullman & Associates’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.47M | Sell |
72,276
-3,134
| -4% | -$237K | 0.81% | 37 |
|
|
2025
Q1 | $5.66M | Buy |
75,410
+9,594
| +15% | +$720K | 0.87% | 37 |
|
|
2024
Q4 | $5.03M | Sell |
65,816
-4,776
| -7% | -$365K | 0.74% | 45 |
|
|
2024
Q3 | $5.51M | Buy |
70,592
+2,300
| +3% | +$180K | 0.79% | 40 |
|
|
2024
Q2 | $4.88M | Sell |
68,292
-1,143
| -2% | -$81.6K | 0.74% | 38 |
|
|
2024
Q1 | $5.64M | Sell |
69,435
-1,100
| -2% | -$89.3K | 0.86% | 39 |
|
|
2023
Q4 | $5.16M | Buy |
70,535
+24,950
| +55% | +$1.82M | 0.82% | 39 |
|
|
2023
Q3 | $3.01M | Buy |
45,585
+4,800
| +12% | +$317K | 0.49% | 59 |
|
|
2023
Q2 | $3.03M | Buy |
40,785
+8,750
| +27% | +$649K | 0.47% | 62 |
|
|
2023
Q1 | $2.47M | Buy |
32,035
+24,300
| +314% | +$1.88M | 0.38% | 68 |
|
|
2022
Q4 | $591K | Buy |
+7,735
| New | +$591K | 0.09% | 113 |
|