Middleton & Co’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,713
| Closed | -$350K | – | 155 |
|
|
2023
Q2 | $350K | Sell |
4,713
-4,380
| -48% | -$325K | 0.05% | 125 |
|
|
2023
Q1 | $702K | Sell |
9,093
-4,590
| -34% | -$354K | 0.1% | 95 |
|
|
2022
Q4 | $1.05M | Sell |
13,683
-1,035
| -7% | -$79.1K | 0.16% | 94 |
|
|
2022
Q3 | $1.04M | Sell |
14,718
-610
| -4% | -$43.1K | 0.16% | 88 |
|
|
2022
Q2 | $1.3M | Sell |
15,328
-300
| -2% | -$25.4K | 0.17% | 90 |
|
|
2022
Q1 | $1.28M | Buy |
15,628
+900
| +6% | +$73.5K | 0.14% | 96 |
|
|
2021
Q4 | $1.16M | Buy |
14,728
+2,325
| +19% | +$183K | 0.11% | 101 |
|
|
2021
Q3 | $974K | Sell |
12,403
-50
| -0.4% | -$3.93K | 0.1% | 102 |
|
|
2021
Q2 | $968K | Buy |
12,453
+2,055
| +20% | +$160K | 0.1% | 99 |
|
|
2021
Q1 | $819K | Buy |
10,398
+6,115
| +143% | +$482K | 0.09% | 100 |
|
|
2020
Q4 | $318K | Buy |
+4,283
| New | +$318K | 0.04% | 129 |
|