McClarren Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-682
| Closed | -$52K | – | 358 |
|
|
2024
Q4 | $52K | Buy |
+682
| New | +$52K | 0.15% | 79 |
|
|
2024
Q3 | – | Sell |
-71
| Closed | -$48K | – | 345 |
|
|
2024
Q2 | $48K | Sell |
71
-598
| -89% | -$404K | 0.03% | 149 |
|
|
2024
Q1 | $55K | Buy |
669
+5
| +0.8% | +$411 | 0.04% | 138 |
|
|
2023
Q4 | $49K | Buy |
664
+5
| +0.8% | +$369 | 0.04% | 160 |
|
|
2023
Q3 | $43K | Buy |
659
+4
| +0.6% | +$261 | 0.04% | 155 |
|
|
2023
Q2 | $48K | Buy |
655
+5
| +0.8% | +$366 | 0.04% | 155 |
|
|
2023
Q1 | $50K | Buy |
650
+4
| +0.6% | +$308 | 0.05% | 144 |
|
|
2022
Q4 | $49K | Buy |
646
+3
| +0.5% | +$228 | 0.05% | 149 |
|
|
2022
Q3 | $45K | Buy |
+643
| New | +$45K | 0.04% | 137 |
|
|
2022
Q2 | – | Sell |
-636
| Closed | -$51K | – | 241 |
|
|
2022
Q1 | $51K | Buy |
636
+3
| +0.5% | +$241 | 0.04% | 124 |
|
|
2021
Q4 | $50K | Buy |
633
+5
| +0.8% | +$395 | 0.03% | 138 |
|
|
2021
Q3 | $49K | Buy |
628
+4
| +0.6% | +$312 | 0.04% | 117 |
|
|
2021
Q2 | $48K | Buy |
624
+3
| +0.5% | +$231 | 0.04% | 119 |
|
|
2021
Q1 | $49K | Buy |
621
+4
| +0.6% | +$316 | 0.04% | 110 |
|
|
2020
Q4 | $45K | Buy |
+617
| New | +$45K | 0.04% | 103 |
|