Moneta Group Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
2,667
-602
| -18% | -$45.6K | ﹤0.01% | 674 |
|
|
2025
Q1 | $245K | Sell |
3,269
-1,275
| -28% | -$95.7K | ﹤0.01% | 571 |
|
|
2024
Q4 | $347K | Sell |
4,544
-105
| -2% | -$8.03K | ﹤0.01% | 502 |
|
|
2024
Q3 | $363K | Sell |
4,649
-306
| -6% | -$23.9K | 0.01% | 478 |
|
|
2024
Q2 | $354K | Buy |
4,955
+1,106
| +29% | +$79K | 0.01% | 453 |
|
|
2024
Q1 | $312K | Sell |
3,849
-2,606
| -40% | -$212K | 0.01% | 473 |
|
|
2023
Q4 | $472K | Sell |
6,455
-152
| -2% | -$11.1K | 0.01% | 351 |
|
|
2023
Q3 | $436K | Sell |
6,607
-634
| -9% | -$41.9K | 0.01% | 346 |
|
|
2023
Q2 | $537K | Buy |
7,241
+451
| +7% | +$33.5K | 0.01% | 310 |
|
|
2023
Q1 | $524K | Sell |
6,790
-3,347
| -33% | -$259K | 0.01% | 316 |
|
|
2022
Q4 | $785K | Buy |
10,137
+294
| +3% | +$22.8K | 0.02% | 230 |
|
|
2022
Q3 | $696K | Buy |
9,843
+151
| +2% | +$10.7K | 0.03% | 222 |
|
|
2022
Q2 | $821K | Sell |
9,692
-975
| -9% | -$82.6K | 0.03% | 234 |
|
|
2022
Q1 | $871K | Buy |
10,667
+635
| +6% | +$51.9K | 0.03% | 220 |
|
|
2021
Q4 | $788K | Buy |
10,032
+427
| +4% | +$33.5K | 0.03% | 235 |
|
|
2021
Q3 | $754K | Buy |
9,605
+422
| +5% | +$33.1K | 0.03% | 225 |
|
|
2021
Q2 | $714K | Sell |
9,183
-202
| -2% | -$15.7K | 0.03% | 232 |
|
|
2021
Q1 | $739K | Buy |
+9,385
| New | +$739K | 0.04% | 209 |
|
|
2020
Q1 | – | Sell |
-2,350
| Closed | -$201K | – | 290 |
|
|
2019
Q4 | $201K | Sell |
2,350
-673
| -22% | -$57.6K | 0.02% | 240 |
|
|
2019
Q3 | $240K | Buy |
+3,023
| New | +$240K | 0.02% | 227 |
|
|
2019
Q1 | – | Sell |
-4,325
| Closed | -$271K | – | 263 |
|
|
2018
Q4 | $271K | Sell |
4,325
-158
| -4% | -$9.9K | 0.03% | 181 |
|
|
2018
Q3 | $328K | Sell |
4,483
-167
| -4% | -$12.2K | 0.03% | 174 |
|
|
2018
Q2 | $318K | Buy |
4,650
+1,353
| +41% | +$92.5K | 0.04% | 207 |
|
|
2018
Q1 | $198K | Buy |
3,297
+187
| +6% | +$11.2K | 0.03% | 193 |
|
|
2017
Q4 | $189K | Buy |
+3,110
| New | +$189K | 0.03% | 195 |
|
|
2015
Q4 | – | Sell |
-3,180
| Closed | -$124K | – | 382 |
|
|
2015
Q3 | $124K | Buy |
+3,180
| New | +$124K | 0.03% | 163 |
|