Mark Sheptoff Financial Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Hold |
2,276
| – | – | 0.09% | 95 |
|
|
2025
Q1 | $171K | Sell |
2,276
-294
| -11% | -$22.1K | 0.09% | 92 |
|
|
2024
Q4 | $197K | Sell |
2,570
-118
| -4% | -$9.02K | 0.11% | 93 |
|
|
2024
Q3 | $210K | Hold |
2,688
| – | – | 0.11% | 90 |
|
|
2024
Q2 | $192K | Buy |
2,688
+118
| +5% | +$8.42K | 0.11% | 95 |
|
|
2024
Q1 | $209K | Sell |
2,570
-496
| -16% | -$40.3K | 0.12% | 93 |
|
|
2023
Q4 | $224K | Hold |
3,066
| – | – | 0.14% | 84 |
|
|
2023
Q3 | $203K | Sell |
3,066
-200
| -6% | -$13.2K | 0.13% | 86 |
|
|
2023
Q2 | $242K | Hold |
3,266
| – | – | 0.14% | 83 |
|
|
2023
Q1 | $252K | Buy |
3,266
+2,928
| +866% | +$226K | 0.15% | 85 |
|
|
2022
Q4 | $25.8K | Hold |
338
| – | – | 0.02% | 196 |
|
|
2022
Q3 | $24K | Hold |
338
| – | – | 0.01% | 194 |
|
|
2022
Q2 | $29K | Hold |
338
| – | – | 0.02% | 190 |
|
|
2022
Q1 | $28K | Hold |
338
| – | – | 0.01% | 217 |
|
|
2021
Q4 | $27K | Buy |
338
+54
| +19% | +$4.31K | 0.01% | 227 |
|
|
2021
Q3 | $22K | Hold |
284
| – | – | 0.01% | 237 |
|
|
2021
Q2 | $22K | Hold |
284
| – | – | 0.01% | 262 |
|
|
2021
Q1 | $22K | Hold |
284
| – | – | 0.01% | 224 |
|
|
2020
Q4 | $21K | Hold |
284
| – | – | 0.01% | 214 |
|
|
2020
Q3 | $18K | Hold |
284
| – | – | 0.01% | 196 |
|
|
2020
Q2 | $16K | Sell |
284
-43
| -13% | -$2.42K | 0.01% | 217 |
|
|
2020
Q1 | $15K | Sell |
327
-305
| -48% | -$14K | 0.01% | 200 |
|
|
2019
Q4 | $54K | Hold |
632
| – | – | 0.03% | 147 |
|
|
2019
Q3 | $50K | Buy |
632
+305
| +93% | +$24.1K | 0.03% | 147 |
|
|
2019
Q2 | $23K | Hold |
327
| – | – | 0.02% | 205 |
|
|
2019
Q1 | $22K | Buy |
327
+43
| +15% | +$2.89K | 0.02% | 206 |
|
|
2018
Q4 | $18K | Sell |
284
-300
| -51% | -$19K | 0.02% | 197 |
|
|
2018
Q3 | $43K | Hold |
584
| – | – | 0.03% | 176 |
|
|
2018
Q2 | $40K | Hold |
584
| – | – | 0.03% | 178 |
|
|
2018
Q1 | $35K | Hold |
584
| – | – | 0.02% | 188 |
|
|
2017
Q4 | $35K | Sell |
584
-1,000
| -63% | -$59.9K | 0.02% | 196 |
|
|
2017
Q3 | $85K | Sell |
1,584
-1,103
| -41% | -$59.2K | 0.06% | 150 |
|
|
2017
Q2 | $135K | Sell |
2,687
-699
| -21% | -$35.1K | 0.09% | 126 |
|
|
2017
Q1 | $176K | Sell |
3,386
-849
| -20% | -$44.1K | 0.13% | 112 |
|
|
2016
Q4 | $235K | Sell |
4,235
-1,000
| -19% | -$55.5K | 0.17% | 89 |
|
|
2016
Q3 | $257K | Buy |
5,235
+301
| +6% | +$14.8K | 0.19% | 85 |
|
|
2016
Q2 | $250K | Buy |
4,934
+4,250
| +621% | +$215K | 0.19% | 82 |
|
|
2016
Q1 | $32K | Hold |
684
| – | – | 0.03% | 176 |
|
|
2015
Q4 | $28K | Hold |
684
| – | – | 0.02% | 198 |
|
|
2015
Q3 | $27K | Sell |
684
-17
| -2% | -$671 | 0.02% | 196 |
|
|
2015
Q2 | $25K | Buy |
701
+17
| +2% | +$606 | 0.02% | 207 |
|
|
2015
Q1 | $26K | Buy |
684
+172
| +34% | +$6.54K | 0.02% | 203 |
|
|
2014
Q4 | $20K | Buy |
512
+112
| +28% | +$4.38K | 0.02% | 218 |
|
|
2014
Q3 | $15K | Hold |
400
| – | – | 0.01% | 250 |
|
|
2014
Q2 | $15K | Hold |
400
| – | – | 0.01% | 248 |
|
|
2014
Q1 | $14K | Buy |
+400
| New | +$14K | 0.01% | 256 |
|