Mascoma Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4K | Hold |
414
| – | – | 0.01% | 227 |
|
|
2025
Q1 | $31.1K | Hold |
414
| – | – | 0.01% | 230 |
|
|
2024
Q4 | $31.7K | Hold |
414
| – | – | 0.01% | 239 |
|
|
2024
Q3 | $32.3K | Hold |
414
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $29.6K | Hold |
414
| – | – | 0.01% | 241 |
|
|
2024
Q1 | $33.6K | Hold |
414
| – | – | 0.01% | 219 |
|
|
2023
Q4 | $30.3K | Hold |
414
| – | – | 0.01% | 232 |
|
|
2023
Q3 | $27.3K | Hold |
414
| – | – | 0.01% | 242 |
|
|
2023
Q2 | $30.3K | Hold |
414
| – | – | 0.01% | 229 |
|
|
2023
Q1 | $31.8K | Hold |
414
| – | – | 0.01% | 281 |
|
|
2022
Q4 | $31.7K | Hold |
414
| – | – | 0.01% | 284 |
|
|
2022
Q3 | $29K | Hold |
414
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $35K | Hold |
414
| – | – | 0.01% | 290 |
|
|
2022
Q1 | $34K | Buy |
414
+184
| +80% | +$15.1K | 0.01% | 317 |
|
|
2021
Q4 | $18K | Buy |
+230
| New | +$18K | 0.01% | 347 |
|
|
2017
Q4 | – | Sell |
-560
| Closed | -$30K | – | 412 |
|
|
2017
Q3 | $30K | Hold |
560
| – | – | 0.02% | 188 |
|
|
2017
Q2 | $28K | Sell |
560
-100
| -15% | -$5K | 0.02% | 201 |
|
|
2017
Q1 | $34K | Hold |
660
| – | – | 0.02% | 173 |
|
|
2016
Q4 | $37K | Buy |
+660
| New | +$37K | 0.03% | 169 |
|