Mission Wealth 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 | $890K | Buy |
11,753
+103
| +0.9% | +$7.8K | 0.02% | 334 |
|
|
2025
Q1 | $874K | Buy |
11,650
+3,424
| +42% | +$257K | 0.02% | 315 |
|
|
2024
Q4 | $629K | Sell |
8,226
-420
| -5% | -$32.1K | 0.01% | 359 |
|
|
2024
Q3 | $675K | Buy |
8,646
+1,510
| +21% | +$118K | 0.02% | 354 |
|
|
2024
Q2 | $509K | Buy |
7,136
+8
| +0.1% | +$571 | 0.01% | 387 |
|
|
2024
Q1 | $579K | Buy |
7,128
+1,564
| +28% | +$127K | 0.02% | 383 |
|
|
2023
Q4 | $407K | Buy |
5,564
+113
| +2% | +$8.26K | 0.01% | 402 |
|
|
2023
Q3 | $360K | Buy |
5,451
+100
| +2% | +$6.61K | 0.01% | 397 |
|
|
2023
Q2 | $397K | Sell |
5,351
-111
| -2% | -$8.24K | 0.02% | 382 |
|
|
2023
Q1 | $422K | Buy |
5,462
+256
| +5% | +$19.8K | 0.02% | 357 |
|
|
2022
Q4 | $398K | Sell |
5,206
-499
| -9% | -$38.1K | 0.02% | 354 |
|
|
2022
Q3 | $403K | Buy |
5,705
+69
| +1% | +$4.87K | 0.02% | 321 |
|
|
2022
Q2 | $477K | Sell |
5,636
-430
| -7% | -$36.4K | 0.03% | 294 |
|
|
2022
Q1 | $495K | Sell |
6,066
-61
| -1% | -$4.98K | 0.02% | 300 |
|
|
2021
Q4 | $481K | Buy |
6,127
+138
| +2% | +$10.8K | 0.02% | 298 |
|
|
2021
Q3 | $470K | Sell |
5,989
-819
| -12% | -$64.3K | 0.02% | 288 |
|
|
2021
Q2 | $529K | Sell |
6,808
-190
| -3% | -$14.8K | 0.03% | 270 |
|
|
2021
Q1 | $551K | Buy |
6,998
+316
| +5% | +$24.9K | 0.03% | 242 |
|
|
2020
Q4 | $496K | Sell |
6,682
-109
| -2% | -$8.09K | 0.03% | 238 |
|
|
2020
Q3 | $423K | Sell |
6,791
-713
| -10% | -$44.4K | 0.03% | 224 |
|
|
2020
Q2 | $410K | Buy |
7,504
+576
| +8% | +$31.5K | 0.04% | 205 |
|
|
2020
Q1 | $316K | Buy |
6,928
+750
| +12% | +$34.2K | 0.03% | 205 |
|
|
2019
Q4 | $528K | Buy |
6,178
+293
| +5% | +$25K | 0.05% | 177 |
|
|
2019
Q3 | $467K | Buy |
5,885
+12
| +0.2% | +$952 | 0.05% | 177 |
|
|
2019
Q2 | $415K | Sell |
5,873
-507
| -8% | -$35.8K | 0.05% | 192 |
|
|
2019
Q1 | $426K | Buy |
6,380
+1,007
| +19% | +$67.2K | 0.05% | 188 |
|
|
2018
Q4 | $337K | Buy |
5,373
+41
| +0.8% | +$2.57K | 0.04% | 184 |
|
|
2018
Q3 | $391K | Buy |
5,332
+102
| +2% | +$7.48K | 0.05% | 179 |
|
|
2018
Q2 | $357K | Buy |
5,230
+500
| +11% | +$34.1K | 0.05% | 173 |
|
|
2018
Q1 | $284K | Sell |
4,730
-361
| -7% | -$21.7K | 0.05% | 172 |
|
|
2017
Q4 | $309K | Sell |
5,091
-29
| -0.6% | -$1.76K | 0.05% | 152 |
|
|
2017
Q3 | $276K | Hold |
5,120
| – | – | 0.05% | 148 |
|
|
2017
Q2 | $258K | Buy |
5,120
+336
| +7% | +$16.9K | 0.05% | 150 |
|
|
2017
Q1 | $248K | Sell |
4,784
-272
| -5% | -$14.1K | 0.05% | 154 |
|
|
2016
Q4 | $280K | Buy |
5,056
+361
| +8% | +$20K | 0.06% | 137 |
|
|
2016
Q3 | $230K | Hold |
4,695
| – | – | 0.06% | 148 |
|
|
2016
Q2 | $238K | Sell |
4,695
-30
| -0.6% | -$1.52K | 0.06% | 133 |
|
|
2016
Q1 | $221K | Buy |
+4,725
| New | +$221K | 0.06% | 139 |
|