Lyell Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,800
| Closed | -$371K | – | 199 |
|
|
2023
Q1 | $371K | Sell |
4,800
-200
| -4% | -$15.4K | 0.05% | 154 |
|
|
2022
Q4 | $382K | Hold |
5,000
| – | – | 0.06% | 148 |
|
|
2022
Q3 | $354K | Sell |
5,000
-35
| -0.7% | -$2.48K | 0.06% | 151 |
|
|
2022
Q2 | $429K | Buy |
5,035
+20
| +0.4% | +$1.7K | 0.07% | 140 |
|
|
2022
Q1 | $412K | Buy |
5,015
+30
| +0.6% | +$2.47K | 0.05% | 150 |
|
|
2021
Q4 | $392K | Sell |
4,985
-154
| -3% | -$12.1K | 0.04% | 148 |
|
|
2021
Q3 | $406K | Hold |
5,139
| – | – | 0.05% | 140 |
|
|
2021
Q2 | $400K | Sell |
5,139
-236
| -4% | -$18.4K | 0.05% | 144 |
|
|
2021
Q1 | $426K | Sell |
5,375
-920
| -15% | -$72.9K | 0.06% | 134 |
|
|
2020
Q4 | $467K | Buy |
6,295
+20
| +0.3% | +$1.48K | 0.07% | 118 |
|
|
2020
Q3 | $390K | Hold |
6,275
| – | – | 0.07% | 103 |
|
|
2020
Q2 | $343K | Buy |
+6,275
| New | +$343K | 0.08% | 98 |
|