Meristem Family Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $399K | Hold |
4,885
| – | – | 0.04% | 218 |
|
|
2021
Q4 | $384K | Sell |
4,885
-2,051
| -30% | -$161K | 0.03% | 264 |
|
|
2021
Q3 | $544K | Buy |
6,936
+2,060
| +42% | +$162K | 0.05% | 216 |
|
|
2021
Q2 | $379K | Buy |
4,876
+1,419
| +41% | +$110K | 0.06% | 212 |
|
|
2021
Q1 | $272K | Hold |
3,457
| – | – | 0.05% | 190 |
|
|
2020
Q4 | $257K | Buy |
3,457
+110
| +3% | +$8.18K | 0.05% | 188 |
|
|
2020
Q3 | $208K | Buy |
+3,347
| New | +$208K | 0.05% | 184 |
|
|
2020
Q1 | – | Sell |
-3,443
| Closed | -$295K | – | 208 |
|
|
2019
Q4 | $295K | Buy |
3,443
+81
| +2% | +$6.94K | 0.07% | 147 |
|
|
2019
Q3 | $267K | Buy |
3,362
+15
| +0.4% | +$1.19K | 0.07% | 157 |
|
|
2019
Q2 | $237K | Hold |
3,347
| – | – | 0.07% | 141 |
|
|
2019
Q1 | $223K | Sell |
3,347
-10
| -0.3% | -$666 | 0.08% | 130 |
|
|
2018
Q4 | $210K | Buy |
3,357
+10
| +0.3% | +$626 | 0.08% | 118 |
|
|
2018
Q3 | $245K | Hold |
3,347
| – | – | 0.08% | 119 |
|
|
2018
Q2 | $229K | Hold |
3,347
| – | – | 0.08% | 123 |
|
|
2018
Q1 | $201K | Hold |
3,347
| – | – | 0.07% | 124 |
|
|
2017
Q4 | $203K | Buy |
+3,347
| New | +$203K | 0.07% | 119 |
|