Kiley Juergens Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,589
| Closed | -$774K | – | 69 |
|
|
2023
Q4 | $774K | Sell |
10,589
-3,547
| -25% | -$259K | 0.26% | 48 |
|
|
2023
Q3 | $934K | Sell |
14,136
-3,084
| -18% | -$204K | 0.34% | 44 |
|
|
2023
Q2 | $1.28M | Sell |
17,220
-2,367
| -12% | -$176K | 0.44% | 40 |
|
|
2023
Q1 | $1.51M | Sell |
19,587
-443
| -2% | -$34.2K | 0.57% | 37 |
|
|
2022
Q4 | $1.53M | Sell |
20,030
-193
| -1% | -$14.8K | 0.64% | 32 |
|
|
2022
Q3 | $1.43M | Sell |
20,223
-392
| -2% | -$27.7K | 0.67% | 32 |
|
|
2022
Q2 | $1.75M | Sell |
20,615
-14,851
| -42% | -$1.26M | 0.83% | 29 |
|
|
2022
Q1 | $2.9M | Buy |
35,466
+14,869
| +72% | +$1.21M | 1.4% | 21 |
|
|
2021
Q4 | $1.62M | Sell |
20,597
-590
| -3% | -$46.3K | 0.61% | 32 |
|
|
2021
Q3 | $1.66M | Sell |
21,187
-41
| -0.2% | -$3.22K | 0.73% | 30 |
|
|
2021
Q2 | $1.65M | Buy |
21,228
+2,009
| +10% | +$156K | 0.76% | 29 |
|
|
2021
Q1 | $1.51M | Buy |
19,219
+9
| +0% | +$709 | 0.79% | 29 |
|
|
2020
Q4 | $1.43M | Sell |
19,210
-134
| -0.7% | -$9.95K | 0.84% | 27 |
|
|
2020
Q3 | $1.2M | Buy |
+19,344
| New | +$1.2M | 0.88% | 26 |
|
|
2018
Q4 | – | Sell |
-233
| Closed | -$17K | – | 569 |
|
|
2018
Q3 | $17K | Hold |
233
| – | – | 0.01% | 393 |
|
|
2018
Q2 | $15K | Buy |
+233
| New | +$15K | 0.01% | 382 |
|
|
2018
Q1 | – | Sell |
-233
| Closed | -$14K | – | 532 |
|
|
2017
Q4 | $14K | Buy |
+233
| New | +$14K | 0.01% | 421 |
|