Mitchell & Pahl Private Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.83M | Buy |
24,146
+855
| +4% | +$64.8K | 0.81% | 47 |
|
|
2025
Q1 | $1.75M | Buy |
23,291
+1,803
| +8% | +$135K | 0.81% | 50 |
|
|
2024
Q4 | $1.64M | Buy |
21,488
+1,438
| +7% | +$110K | 0.77% | 50 |
|
|
2024
Q3 | $1.57M | Buy |
20,050
+820
| +4% | +$64K | 0.73% | 50 |
|
|
2024
Q2 | $1.37M | Buy |
19,230
+250
| +1% | +$17.8K | 0.72% | 53 |
|
|
2024
Q1 | $1.54M | Buy |
18,980
+984
| +5% | +$79.9K | 0.81% | 47 |
|
|
2023
Q4 | $1.32M | Sell |
17,996
-753
| -4% | -$55.1K | 0.75% | 48 |
|
|
2023
Q3 | $1.24M | Buy |
18,749
+1,821
| +11% | +$120K | 0.74% | 47 |
|
|
2023
Q2 | $1.26M | Buy |
16,928
+935
| +6% | +$69.4K | 0.76% | 44 |
|
|
2023
Q1 | $1.24M | Buy |
15,993
+841
| +6% | +$65K | 0.77% | 43 |
|
|
2022
Q4 | $1.16M | Buy |
15,152
+513
| +4% | +$39.2K | 0.76% | 46 |
|
|
2022
Q3 | $1.04M | Buy |
14,639
+645
| +5% | +$45.6K | 0.77% | 45 |
|
|
2022
Q2 | $1.19M | Buy |
13,994
+1,056
| +8% | +$89.4K | 0.82% | 42 |
|
|
2022
Q1 | $1.06M | Buy |
12,938
+1,322
| +11% | +$108K | 0.67% | 50 |
|
|
2021
Q4 | $912K | Buy |
11,616
+692
| +6% | +$54.3K | 0.58% | 57 |
|
|
2021
Q3 | $858K | Buy |
10,924
+156
| +1% | +$12.3K | 0.62% | 58 |
|
|
2021
Q2 | $837K | Buy |
10,768
+673
| +7% | +$52.3K | 0.6% | 61 |
|
|
2021
Q1 | $795K | Buy |
10,095
+863
| +9% | +$68K | 0.62% | 57 |
|
|
2020
Q4 | $686K | Buy |
+9,232
| New | +$686K | 0.58% | 58 |
|