Marble Harbor 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 | $459K | Hold |
6,055
| – | – | 0.05% | 131 |
|
2025
Q1 | $454K | Sell |
6,055
-2,000
| -25% | -$150K | 0.05% | 131 |
|
2024
Q4 | $616K | Hold |
8,055
| – | – | 0.07% | 110 |
|
2024
Q3 | $629K | Sell |
8,055
-125
| -2% | -$9.76K | 0.07% | 114 |
|
2024
Q2 | $584K | Sell |
8,180
-355
| -4% | -$25.3K | 0.07% | 121 |
|
2024
Q1 | $693K | Buy |
8,535
+92
| +1% | +$7.47K | 0.08% | 108 |
|
2023
Q4 | $617K | Sell |
8,443
-250
| -3% | -$18.3K | 0.08% | 112 |
|
2023
Q3 | $574K | Buy |
8,693
+125
| +1% | +$8.26K | 0.08% | 112 |
|
2023
Q2 | $636K | Sell |
8,568
-500
| -6% | -$37.1K | 0.08% | 111 |
|
2023
Q1 | $700K | Sell |
9,068
-100
| -1% | -$7.72K | 0.09% | 107 |
|
2022
Q4 | $701K | Buy |
9,168
+2,000
| +28% | +$153K | 0.09% | 103 |
|
2022
Q3 | $507K | Hold |
7,168
| – | – | 0.08% | 116 |
|
2022
Q2 | $607K | Hold |
7,168
| – | – | 0.09% | 104 |
|
2022
Q1 | $585K | Buy |
7,168
+1,000
| +16% | +$81.6K | 0.07% | 117 |
|
2021
Q4 | $484K | Hold |
6,168
| – | – | 0.06% | 129 |
|
2021
Q3 | $484K | Buy |
6,168
+400
| +7% | +$31.4K | 0.07% | 124 |
|
2021
Q2 | $448K | Sell |
5,768
-375
| -6% | -$29.1K | 0.06% | 134 |
|
2021
Q1 | $484K | Buy |
6,143
+825
| +16% | +$65K | 0.07% | 127 |
|
2020
Q4 | $395K | Buy |
5,318
+355
| +7% | +$26.4K | 0.06% | 133 |
|
2020
Q3 | $309K | Hold |
4,963
| – | – | 0.05% | 135 |
|
2020
Q2 | $271K | Hold |
4,963
| – | – | 0.05% | 135 |
|
2020
Q1 | $226K | Hold |
4,963
| – | – | 0.04% | 136 |
|
2019
Q4 | $425K | Hold |
4,963
| – | – | 0.07% | 118 |
|
2019
Q3 | $394K | Hold |
4,963
| – | – | 0.07% | 119 |
|
2019
Q2 | $351K | Sell |
4,963
-600
| -11% | -$42.4K | 0.06% | 126 |
|
2019
Q1 | $371K | Hold |
5,563
| – | – | 0.07% | 120 |
|
2018
Q4 | $349K | Buy |
5,563
+83
| +2% | +$5.21K | 0.07% | 118 |
|
2018
Q3 | $401K | Hold |
5,480
| – | – | 0.07% | 117 |
|
2018
Q2 | $374K | Sell |
5,480
-200
| -4% | -$13.7K | 0.07% | 118 |
|
2018
Q1 | $341K | Hold |
5,680
| – | – | 0.07% | 128 |
|
2017
Q4 | $345K | Buy |
5,680
+400
| +8% | +$24.3K | 0.07% | 128 |
|
2017
Q3 | $285K | Buy |
5,280
+1,000
| +23% | +$54K | 0.06% | 140 |
|
2017
Q2 | $215K | Hold |
4,280
| – | – | 0.05% | 143 |
|
2017
Q1 | $222K | Sell |
4,280
-200
| -4% | -$10.4K | 0.05% | 145 |
|
2016
Q4 | $248K | Hold |
4,480
| – | – | 0.06% | 135 |
|
2016
Q3 | $220K | Sell |
4,480
-400
| -8% | -$19.6K | 0.05% | 137 |
|
2016
Q2 | $248K | Sell |
4,880
-30
| -0.6% | -$1.53K | 0.06% | 130 |
|
2016
Q1 | $229K | Sell |
4,910
-31
| -0.6% | -$1.45K | 0.06% | 127 |
|
2015
Q4 | $203K | Buy |
+4,941
| New | +$203K | 0.05% | 125 |
|