McElhenny Sheffield Capital 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 | – | Sell |
-6,087
| Closed | -$457K | – | 112 |
|
2025
Q1 | $457K | Sell |
6,087
-139
| -2% | -$10.4K | 0.17% | 61 |
|
2024
Q4 | $476K | Sell |
6,226
-396
| -6% | -$30.3K | 0.16% | 55 |
|
2024
Q3 | $517K | Sell |
6,622
-262
| -4% | -$20.5K | 0.17% | 55 |
|
2024
Q2 | $491K | Sell |
6,884
-336
| -5% | -$24K | 0.17% | 57 |
|
2024
Q1 | $586K | Buy |
+7,220
| New | +$586K | 0.21% | 47 |
|
2023
Q1 | – | Sell |
-174
| Closed | -$13.3K | – | 556 |
|
2022
Q4 | $13.3K | Buy |
+174
| New | +$13.3K | 0.01% | 311 |
|