Klingman & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,844
| Closed | -$213K | – | 321 |
|
|
2025
Q1 | $213K | Buy |
2,844
+65
| +2% | +$4.88K | 0.01% | 254 |
|
|
2024
Q4 | $212K | Sell |
2,779
-3,248
| -54% | -$248K | 0.01% | 246 |
|
|
2024
Q3 | $470K | Sell |
6,027
-40
| -0.7% | -$3.12K | 0.03% | 161 |
|
|
2024
Q2 | $433K | Buy |
6,067
+66
| +1% | +$4.71K | 0.03% | 151 |
|
|
2024
Q1 | $487K | Hold |
6,001
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $439K | Buy |
6,001
+39
| +0.7% | +$2.85K | 0.03% | 142 |
|
|
2023
Q3 | $394K | Sell |
5,962
-207
| -3% | -$13.7K | 0.03% | 152 |
|
|
2023
Q2 | $458K | Buy |
6,169
+210
| +4% | +$15.6K | 0.04% | 134 |
|
|
2023
Q1 | $460K | Buy |
5,959
+10
| +0.2% | +$772 | 0.04% | 122 |
|
|
2022
Q4 | $455K | Sell |
5,949
-12
| -0.2% | -$917 | 0.04% | 124 |
|
|
2022
Q3 | $422K | Sell |
5,961
-29
| -0.5% | -$2.05K | 0.04% | 119 |
|
|
2022
Q2 | $507K | Sell |
5,990
-3,170
| -35% | -$268K | 0.05% | 106 |
|
|
2022
Q1 | $748K | Buy |
+9,160
| New | +$748K | 0.06% | 89 |
|
|
2015
Q3 | – | Sell |
-333
| Closed | -$12K | – | 444 |
|
|
2015
Q2 | $12K | Buy |
+333
| New | +$12K | ﹤0.01% | 296 |
|