Laurel Wealth Advisors (California)’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $475K | Hold |
6,207
| – | – | 0.05% | 367 |
|
|
2022
Q3 | $438K | Sell |
6,207
-114
| -2% | -$9.49K | 0.05% | 371 |
|
|
2022
Q2 | $536K | Hold |
6,321
| – | – | 0.05% | 338 |
|
|
2022
Q1 | $517K | Sell |
6,321
-55
| -0.9% | -$4.45K | 0.04% | 398 |
|
|
2021
Q4 | $501K | Buy |
6,376
+321
| +5% | +$24.7K | 0.04% | 448 |
|
|
2021
Q3 | $475K | Sell |
6,055
-104
| -2% | -$7.93K | 0.09% | 244 |
|
|
2021
Q2 | $479K | Sell |
6,159
-846
| -12% | -$68.3K | 0.06% | 282 |
|
|
2021
Q1 | $552K | Sell |
7,005
-53
| -0.8% | -$4.11K | 0.08% | 236 |
|
|
2020
Q4 | $524K | Buy |
7,058
+148
| +2% | +$10.2K | 0.08% | 238 |
|
|
2020
Q3 | $430K | Sell |
6,910
-601
| -8% | -$35K | 0.07% | 244 |
|
|
2020
Q2 | $411K | Sell |
7,511
-895
| -11% | -$47.1K | 0.08% | 243 |
|
|
2020
Q1 | $383K | Buy |
8,406
+192
| +2% | +$13.3K | 0.09% | 235 |
|
|
2019
Q4 | $702K | Buy |
8,214
+14
| +0.2% | +$1.13K | 0.12% | 198 |
|
|
2019
Q3 | $651K | Buy |
8,200
+108
| +1% | +$7.93K | 0.11% | 206 |
|
|
2019
Q2 | $572K | Buy |
8,092
+131
| +2% | +$9.32K | 0.13% | 183 |
|
|
2019
Q1 | $532K | Sell |
7,961
-1,569
| -16% | -$102K | 0.13% | 182 |
|
|
2018
Q4 | $597K | Sell |
9,530
-515
| -5% | -$34.7K | 0.18% | 137 |
|
|
2018
Q3 | $735K | Sell |
10,045
-2,437
| -20% | -$176K | 0.18% | 128 |
|
|
2018
Q2 | $852K | Sell |
12,482
-170
| -1% | -$10.9K | 0.23% | 110 |
|
|
2018
Q1 | $758K | Sell |
12,652
-342
| -3% | -$20.7K | 0.23% | 109 |
|
|
2017
Q4 | $789K | Buy |
12,994
+2,694
| +26% | +$153K | 0.23% | 102 |
|
|
2017
Q3 | $555K | Sell |
10,300
-34
| -0.3% | -$1.77K | 0.19% | 130 |
|
|
2017
Q2 | $520K | Buy |
10,334
+116
| +1% | +$6.19K | 0.18% | 135 |
|
|
2017
Q1 | $530K | Buy |
10,218
+115
| +1% | +$6.09K | 0.2% | 123 |
|
|
2016
Q4 | $559K | Hold |
10,103
| – | – | 0.25% | 108 |
|
|
2016
Q3 | $495K | Sell |
10,103
-826
| -8% | -$42.4K | 0.23% | 113 |
|
|
2016
Q2 | $555K | Sell |
10,929
-25
| -0.2% | -$1.21K | 0.27% | 100 |
|
|
2016
Q1 | $512K | Sell |
10,954
-1,507
| -12% | -$65K | 0.26% | 99 |
|
|
2015
Q4 | $511K | Buy |
+12,461
| New | +$511K | 0.26% | 107 |
|
Other funds holding SYY
