McKinley Carter Wealth Services’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,614
| Closed | -$1.4M | – | 306 |
|
|
2024
Q2 | $1.4M | Buy |
19,614
+572
| +3% | +$40.8K | 0.09% | 142 |
|
|
2024
Q1 | $1.55M | Buy |
19,042
+1,363
| +8% | +$111K | 0.1% | 131 |
|
|
2023
Q4 | $1.29M | Buy |
17,679
+503
| +3% | +$36.8K | 0.09% | 132 |
|
|
2023
Q3 | $1.13M | Buy |
17,176
+798
| +5% | +$52.7K | 0.09% | 137 |
|
|
2023
Q2 | $1.22M | Buy |
16,378
+605
| +4% | +$44.9K | 0.09% | 141 |
|
|
2023
Q1 | $1.22M | Buy |
+15,773
| New | +$1.22M | 0.1% | 133 |
|
|
2020
Q3 | – | Sell |
-53,328
| Closed | -$2.92M | – | 146 |
|
|
2020
Q2 | $2.92M | Buy |
53,328
+10,049
| +23% | +$549K | 0.71% | 42 |
|
|
2020
Q1 | $1.98M | Buy |
43,279
+9,833
| +29% | +$449K | 0.59% | 43 |
|
|
2019
Q4 | $2.86M | Buy |
33,446
+2,360
| +8% | +$202K | 0.67% | 39 |
|
|
2019
Q3 | $2.47M | Buy |
31,086
+2,536
| +9% | +$201K | 0.63% | 42 |
|
|
2019
Q2 | $2.02M | Buy |
28,550
+25,226
| +759% | +$1.78M | 0.54% | 49 |
|
|
2019
Q1 | $222K | Hold |
3,324
| – | – | 0.06% | 142 |
|
|
2018
Q4 | $208K | Hold |
3,324
| – | – | 0.07% | 144 |
|
|
2018
Q3 | $244K | Hold |
3,324
| – | – | 0.07% | 146 |
|
|
2018
Q2 | $227K | Hold |
3,324
| – | – | 0.07% | 148 |
|
|
2018
Q1 | $199K | Hold |
3,324
| – | – | 0.07% | 154 |
|
|
2017
Q4 | $202K | Buy |
+3,324
| New | +$202K | 0.07% | 151 |
|