MBTD
Mechanics Bank - Trust Department’s Sysco SYY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $270K | Buy |
3,564
+196
| +6% | +$14.8K | 0.04% | 191 |
|
2025
Q1 | $253K | Buy |
+3,368
| New | +$253K | 0.03% | 202 |
|
2020
Q1 | – | Sell |
-2,380
| Closed | -$204K | – | 167 |
|
2019
Q4 | $204K | Buy |
+2,380
| New | +$204K | 0.04% | 173 |
|
2018
Q4 | – | Sell |
-3,078
| Closed | -$225K | – | 158 |
|
2018
Q3 | $225K | Hold |
3,078
| – | – | 0.05% | 152 |
|
2018
Q2 | $210K | Buy |
+3,078
| New | +$210K | 0.05% | 156 |
|
2014
Q4 | – | Sell |
-7,408
| Closed | -$281K | – | 142 |
|
2014
Q3 | $281K | Sell |
7,408
-10,340
| -58% | -$392K | 0.09% | 125 |
|
2014
Q2 | $665K | Sell |
17,748
-387
| -2% | -$14.5K | 0.19% | 80 |
|
2014
Q1 | $655K | Hold |
18,135
| – | – | 0.15% | 85 |
|
2013
Q4 | $655K | Hold |
18,135
| – | – | 0.16% | 83 |
|
2013
Q3 | $577K | Hold |
18,135
| – | – | 0.16% | 82 |
|
2013
Q2 | $619K | Buy |
+18,135
| New | +$619K | 0.17% | 77 |
|