Lederer & Associates Investment Counsel’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
14,474
+400
| +3% | +$30.3K | 0.73% | 47 |
|
|
2025
Q1 | $1.06M | Hold |
14,074
| – | – | 0.77% | 46 |
|
|
2024
Q4 | $1.08M | Sell |
14,074
-727
| -5% | -$55.6K | 0.75% | 45 |
|
|
2024
Q3 | $1.16M | Sell |
14,801
-53
| -0.4% | -$4.14K | 0.81% | 46 |
|
|
2024
Q2 | $1.06M | Sell |
14,854
-1,535
| -9% | -$110K | 0.77% | 43 |
|
|
2024
Q1 | $1.33M | Sell |
16,389
-3,100
| -16% | -$252K | 0.92% | 39 |
|
|
2023
Q4 | $1.43M | Sell |
19,489
-58
| -0.3% | -$4.24K | 1.05% | 31 |
|
|
2023
Q3 | $1.29M | Sell |
19,547
-749
| -4% | -$49.5K | 1.03% | 35 |
|
|
2023
Q2 | $1.51M | Buy |
20,296
+800
| +4% | +$59.4K | 1.14% | 35 |
|
|
2023
Q1 | $1.51M | Sell |
19,496
-167
| -0.8% | -$12.9K | 1.16% | 31 |
|
|
2022
Q4 | $1.5M | Sell |
19,663
-477
| -2% | -$36.5K | 1.23% | 27 |
|
|
2022
Q3 | $1.42M | Sell |
20,140
-224
| -1% | -$15.8K | 1.2% | 27 |
|
|
2022
Q2 | $1.73M | Sell |
20,364
-3,595
| -15% | -$305K | 1.33% | 25 |
|
|
2022
Q1 | $1.96M | Sell |
23,959
-285
| -1% | -$23.3K | 1.2% | 31 |
|
|
2021
Q4 | $1.9M | Sell |
24,244
-747
| -3% | -$58.7K | 1.1% | 36 |
|
|
2021
Q3 | $1.96M | Sell |
24,991
-63
| -0.3% | -$4.95K | 1.27% | 32 |
|
|
2021
Q2 | $1.95M | Sell |
25,054
-45
| -0.2% | -$3.5K | 1.3% | 32 |
|
|
2021
Q1 | $1.98M | Buy |
25,099
+1,260
| +5% | +$99.2K | 1.39% | 27 |
|
|
2020
Q4 | $1.77M | Sell |
23,839
-226
| -0.9% | -$16.8K | 1.36% | 31 |
|
|
2020
Q3 | $1.5M | Buy |
24,065
+5
| +0% | +$311 | 1.25% | 33 |
|
|
2020
Q2 | $1.32M | Buy |
+24,060
| New | +$1.32M | 1.23% | 38 |
|