Mark Sheptoff Financial Planning’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $172K | Hold |
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|
2025
Q1 | $171K | Sell |
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|
2024
Q4 | $197K | Sell |
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|
2024
Q3 | $210K | Hold |
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|
2024
Q2 | $192K | Buy |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $224K | Hold |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | $25.8K | Hold |
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|
2022
Q3 | $24K | Hold |
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|
2022
Q2 | $29K | Hold |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $22K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $18K | Hold |
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|
2020
Q2 | $16K | Sell |
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|
2020
Q1 | $15K | Sell |
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|
2019
Q4 | $54K | Hold |
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|
2019
Q3 | $50K | Buy |
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|
2019
Q2 | $23K | Hold |
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|
2019
Q1 | $22K | Buy |
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|
2018
Q4 | $18K | Sell |
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|
2018
Q3 | $43K | Hold |
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|
2018
Q2 | $40K | Hold |
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|
2018
Q1 | $35K | Hold |
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|
2017
Q4 | $35K | Sell |
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|
2017
Q3 | $85K | Sell |
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|
2017
Q2 | $135K | Sell |
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|
2017
Q1 | $176K | Sell |
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|
2016
Q4 | $235K | Sell |
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|
2016
Q3 | $257K | Buy |
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|
2016
Q2 | $250K | Buy |
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|
2016
Q1 | $32K | Hold |
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|
2015
Q4 | $28K | Hold |
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|
2015
Q3 | $27K | Sell |
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|
2015
Q2 | $25K | Buy |
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|
2015
Q1 | $26K | Buy |
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|
2014
Q4 | $20K | Buy |
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|
2014
Q3 | $15K | Hold |
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|
2014
Q2 | $15K | Hold |
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|
2014
Q1 | $14K | Buy |
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