M&R Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $65.4K | Buy |
838
+30
| +4% | +$2.34K | 0.01% | 222 |
|
2024
Q2 | $57.7K | Buy |
808
+4
| +0.5% | +$286 | 0.01% | 219 |
|
2024
Q1 | $65.3K | Buy |
804
+5
| +0.6% | +$406 | 0.02% | 212 |
|
2023
Q4 | $58.4K | Sell |
799
-68
| -8% | -$4.97K | 0.01% | 239 |
|
2023
Q3 | $57.2K | Buy |
867
+180
| +26% | +$11.9K | 0.02% | 226 |
|
2023
Q2 | $51K | Buy |
687
+8
| +1% | +$594 | 0.01% | 242 |
|
2023
Q1 | $52.5K | Buy |
679
+104
| +18% | +$8.04K | 0.01% | 235 |
|
2022
Q4 | $44K | Buy |
575
+64
| +13% | +$4.9K | 0.01% | 232 |
|
2022
Q3 | $36K | Hold |
511
| – | – | 0.01% | 240 |
|
2022
Q2 | $43K | Hold |
511
| – | – | 0.01% | 237 |
|
2022
Q1 | $41K | Hold |
511
| – | – | 0.01% | 253 |
|
2021
Q4 | $40K | Hold |
511
| – | – | 0.01% | 251 |
|
2021
Q3 | $40K | Hold |
511
| – | – | 0.01% | 245 |
|
2021
Q2 | $39K | Hold |
511
| – | – | 0.01% | 257 |
|
2021
Q1 | $40K | Hold |
511
| – | – | 0.01% | 242 |
|
2020
Q4 | $37K | Sell |
511
-675
| -57% | -$48.9K | 0.01% | 258 |
|
2020
Q3 | $73K | Hold |
1,186
| – | – | 0.02% | 221 |
|
2020
Q2 | $64K | Hold |
1,186
| – | – | 0.02% | 226 |
|
2020
Q1 | $54K | Sell |
1,186
-25
| -2% | -$1.14K | 0.02% | 231 |
|
2019
Q4 | $103K | Hold |
1,211
| – | – | 0.02% | 205 |
|
2019
Q3 | $96K | Hold |
1,211
| – | – | 0.02% | 216 |
|
2019
Q2 | $85K | Hold |
1,211
| – | – | 0.02% | 228 |
|
2019
Q1 | $83K | Hold |
1,211
| – | – | 0.02% | 232 |
|
2018
Q4 | $75K | Sell |
1,211
-200
| -14% | -$12.4K | 0.02% | 225 |
|
2018
Q3 | $103K | Hold |
1,411
| – | – | 0.02% | 223 |
|
2018
Q2 | $96K | Hold |
1,411
| – | – | 0.02% | 233 |
|
2018
Q1 | $84K | Hold |
1,411
| – | – | 0.02% | 242 |
|
2017
Q4 | $85K | Hold |
1,411
| – | – | 0.02% | 248 |
|
2017
Q3 | $76K | Sell |
1,411
-1,800
| -56% | -$97K | 0.02% | 261 |
|
2017
Q2 | $165K | Hold |
3,211
| – | – | 0.04% | 198 |
|
2017
Q1 | $166K | Hold |
3,211
| – | – | 0.04% | 197 |
|
2016
Q4 | $177K | Hold |
3,211
| – | – | 0.05% | 184 |
|
2016
Q3 | $157K | Hold |
3,211
| – | – | 0.04% | 191 |
|
2016
Q2 | $162K | Buy |
+3,211
| New | +$162K | 0.05% | 180 |
|
2016
Q1 | – | Sell |
-8,671
| Closed | -$356K | – | 185 |
|
2015
Q4 | $356K | Buy |
8,671
+1,900
| +28% | +$78K | 0.1% | 136 |
|
2015
Q3 | $264K | Sell |
6,771
-5,775
| -46% | -$225K | 0.07% | 160 |
|
2015
Q2 | $453K | Sell |
12,546
-117
| -0.9% | -$4.23K | 0.11% | 131 |
|
2015
Q1 | $478K | Sell |
12,663
-1,100
| -8% | -$41.5K | 0.11% | 132 |
|
2014
Q4 | $546K | Sell |
13,763
-500
| -4% | -$19.8K | 0.13% | 116 |
|
2014
Q3 | $541K | Sell |
14,263
-1,150
| -7% | -$43.6K | 0.13% | 117 |
|
2014
Q2 | $577K | Sell |
15,413
-1,000
| -6% | -$37.4K | 0.14% | 115 |
|
2014
Q1 | $593K | Sell |
16,413
-400
| -2% | -$14.5K | 0.14% | 109 |
|
2013
Q4 | $607 | Sell |
16,813
-1,200
| -7% | -$43 | 0.16% | 102 |
|
2013
Q3 | $573K | Sell |
18,013
-300
| -2% | -$9.54K | 0.16% | 101 |
|
2013
Q2 | $626K | Buy |
+18,313
| New | +$626K | 0.18% | 90 |
|