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