Loring Wolcott & Coolidge Fiduciary Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Sell |
21,556
-800
| -4% | -$60.6K | 0.01% | 135 |
|
|
2025
Q1 | $1.63M | Sell |
22,356
-624
| -3% | -$45.5K | 0.02% | 132 |
|
|
2024
Q4 | $1.77M | Sell |
22,980
-2,356
| -9% | -$181K | 0.02% | 139 |
|
|
2024
Q3 | $1.88M | Sell |
25,336
-1,381
| -5% | -$103K | 0.02% | 135 |
|
|
2024
Q2 | $1.95M | Sell |
26,717
-948
| -3% | -$69.2K | 0.02% | 118 |
|
|
2024
Q1 | $2.14M | Sell |
27,665
-2,695
| -9% | -$208K | 0.02% | 113 |
|
|
2023
Q4 | $2.46M | Buy |
30,360
+149
| +0.5% | +$12.1K | 0.02% | 105 |
|
|
2023
Q3 | $1.98M | Buy |
30,211
+142
| +0.5% | +$9.32K | 0.02% | 114 |
|
|
2023
Q2 | $2.23M | Buy |
30,069
+3,376
| +13% | +$250K | 0.02% | 111 |
|
|
2023
Q1 | $2.06M | Buy |
26,693
+2,091
| +8% | +$161K | 0.02% | 113 |
|
|
2022
Q4 | $1.88M | Buy |
24,602
+435
| +2% | +$33.3K | 0.02% | 112 |
|
|
2022
Q3 | $1.71M | Buy |
24,167
+100
| +0.4% | +$7.07K | 0.02% | 115 |
|
|
2022
Q2 | $2.04M | Sell |
24,067
-3,498
| -13% | -$296K | 0.03% | 113 |
|
|
2022
Q1 | $2.25M | Buy |
27,565
+242
| +0.9% | +$19.8K | 0.02% | 114 |
|
|
2021
Q4 | $2.15M | Sell |
27,323
-137
| -0.5% | -$10.8K | 0.02% | 123 |
|
|
2021
Q3 | $2.16M | Sell |
27,460
-1,175
| -4% | -$92.3K | 0.02% | 119 |
|
|
2021
Q2 | $2.23M | Buy |
28,635
+1,950
| +7% | +$152K | 0.02% | 120 |
|
|
2021
Q1 | $2.1M | Sell |
26,685
-386
| -1% | -$30.4K | 0.02% | 116 |
|
|
2020
Q4 | $2.01M | Buy |
27,071
+300
| +1% | +$22.3K | 0.02% | 115 |
|
|
2020
Q3 | $1.67M | Sell |
26,771
-1,370
| -5% | -$85.3K | 0.02% | 118 |
|
|
2020
Q2 | $1.54M | Sell |
28,141
-4,436
| -14% | -$242K | 0.02% | 120 |
|
|
2020
Q1 | $1.49M | Sell |
32,577
-61,835
| -65% | -$2.82M | 0.02% | 116 |
|
|
2019
Q4 | $8.08M | Sell |
94,412
-1,079
| -1% | -$92.3K | 0.11% | 73 |
|
|
2019
Q3 | $7.58M | Sell |
95,491
-5,619
| -6% | -$446K | 0.11% | 72 |
|
|
2019
Q2 | $7.15M | Sell |
101,110
-14,187
| -12% | -$1M | 0.1% | 76 |
|
|
2019
Q1 | $7.7M | Sell |
115,297
-18,199
| -14% | -$1.21M | 0.12% | 76 |
|
|
2018
Q4 | $8.37M | Sell |
133,496
-20,439
| -13% | -$1.28M | 0.15% | 75 |
|
|
2018
Q3 | $11.3M | Sell |
153,935
-23,789
| -13% | -$1.74M | 0.18% | 73 |
|
|
2018
Q2 | $12.1M | Sell |
177,724
-41,619
| -19% | -$2.84M | 0.21% | 68 |
|
|
2018
Q1 | $13.2M | Sell |
219,343
-12,911
| -6% | -$774K | 0.24% | 67 |
|
|
2017
Q4 | $14.1M | Sell |
232,254
-15,398
| -6% | -$935K | 0.26% | 66 |
|
|
2017
Q3 | $13.4M | Sell |
247,652
-3,292
| -1% | -$178K | 0.26% | 62 |
|
|
2017
Q2 | $13.2M | Sell |
250,944
-20,688
| -8% | -$1.09M | 0.26% | 61 |
|
|
2017
Q1 | $14.1M | Sell |
271,632
-5,164
| -2% | -$268K | 0.29% | 63 |
|
|
2016
Q4 | $15.3M | Sell |
276,796
-3,484
| -1% | -$193K | 0.34% | 61 |
|
|
2016
Q3 | $13.7M | Sell |
280,280
-9,852
| -3% | -$483K | 0.31% | 62 |
|
|
2016
Q2 | $14.7M | Sell |
290,132
-24,878
| -8% | -$1.26M | 0.34% | 61 |
|
|
2016
Q1 | $14.7M | Sell |
315,010
-9,743
| -3% | -$455K | 0.35% | 58 |
|
|
2015
Q4 | $13.3M | Sell |
324,753
-16,434
| -5% | -$674K | 0.33% | 59 |
|
|
2015
Q3 | $12.3M | Hold |
341,187
| – | – | 0.31% | 61 |
|
|
2015
Q2 | $12.3M | Sell |
341,187
-20,074
| -6% | -$725K | 0.31% | 61 |
|
|
2015
Q1 | $13.6M | Sell |
361,261
-8,104
| -2% | -$306K | 0.34% | 60 |
|
|
2014
Q4 | $14.7M | Sell |
369,365
-2,973
| -0.8% | -$118K | 0.38% | 57 |
|
|
2014
Q3 | $14.1M | Sell |
372,338
-40,517
| -10% | -$1.54M | 0.38% | 60 |
|
|
2014
Q2 | $15.5M | Sell |
412,855
-26,565
| -6% | -$995K | 0.42% | 56 |
|
|
2014
Q1 | $15.9M | Sell |
439,420
-18,178
| -4% | -$657K | 0.43% | 54 |
|
|
2013
Q4 | $16.5M | Sell |
457,598
-62,984
| -12% | -$2.27M | 0.46% | 53 |
|
|
2013
Q3 | $16.6M | Sell |
520,582
-33,719
| -6% | -$1.07M | 0.51% | 51 |
|
|
2013
Q2 | $18.9M | Buy |
+554,301
| New | +$18.9M | 0.59% | 50 |
|