Montag & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
8,593
| – | – | 0.03% | 283 |
|
|
2025
Q1 | $645K | Hold |
8,593
| – | – | 0.03% | 287 |
|
|
2024
Q4 | $657K | Hold |
8,593
| – | – | 0.03% | 293 |
|
|
2024
Q3 | $671K | Buy |
8,593
+977
| +13% | +$76.3K | 0.03% | 288 |
|
|
2024
Q2 | $544K | Hold |
7,616
| – | – | 0.03% | 301 |
|
|
2024
Q1 | $618K | Buy |
7,616
+1,783
| +31% | +$145K | 0.03% | 296 |
|
|
2023
Q4 | $427K | Buy |
5,833
+500
| +9% | +$36.6K | 0.02% | 316 |
|
|
2023
Q3 | $352K | Hold |
5,333
| – | – | 0.02% | 322 |
|
|
2023
Q2 | $396K | Buy |
5,333
+19
| +0.4% | +$1.41K | 0.02% | 315 |
|
|
2023
Q1 | $410K | Sell |
5,314
-275
| -5% | -$21.2K | 0.03% | 302 |
|
|
2022
Q4 | $427K | Buy |
5,589
+44
| +0.8% | +$3.36K | 0.03% | 283 |
|
|
2022
Q3 | $392K | Hold |
5,545
| – | – | 0.03% | 285 |
|
|
2022
Q2 | $472K | Sell |
5,545
-1,635
| -23% | -$139K | 0.03% | 270 |
|
|
2022
Q1 | $586K | Sell |
7,180
-200
| -3% | -$16.3K | 0.03% | 274 |
|
|
2021
Q4 | $580K | Hold |
7,380
| – | – | 0.03% | 281 |
|
|
2021
Q3 | $579K | Hold |
7,380
| – | – | 0.03% | 279 |
|
|
2021
Q2 | $574K | Hold |
7,380
| – | – | 0.03% | 283 |
|
|
2021
Q1 | $581K | Hold |
7,380
| – | – | 0.03% | 278 |
|
|
2020
Q4 | $548K | Hold |
7,380
| – | – | 0.03% | 266 |
|
|
2020
Q3 | $459K | Buy |
7,380
+1,180
| +19% | +$73.4K | 0.04% | 235 |
|
|
2020
Q2 | $339K | Hold |
6,200
| – | – | 0.03% | 248 |
|
|
2020
Q1 | $283K | Buy |
6,200
+480
| +8% | +$21.9K | 0.03% | 248 |
|
|
2019
Q4 | $489K | Hold |
5,720
| – | – | 0.04% | 229 |
|
|
2019
Q3 | $454K | Hold |
5,720
| – | – | 0.04% | 227 |
|
|
2019
Q2 | $405K | Hold |
5,720
| – | – | 0.04% | 238 |
|
|
2019
Q1 | $382K | Sell |
5,720
-469
| -8% | -$31.3K | 0.04% | 242 |
|
|
2018
Q4 | $388K | Hold |
6,189
| – | – | 0.04% | 223 |
|
|
2018
Q3 | $453K | Buy |
6,189
+420
| +7% | +$30.7K | 0.04% | 246 |
|
|
2018
Q2 | $394K | Hold |
5,769
| – | – | 0.04% | 230 |
|
|
2018
Q1 | $346K | Sell |
5,769
-557
| -9% | -$33.4K | 0.04% | 234 |
|
|
2017
Q4 | $384K | Sell |
6,326
-810
| -11% | -$49.2K | 0.04% | 228 |
|
|
2017
Q3 | $385K | Hold |
7,136
| – | – | 0.04% | 205 |
|
|
2017
Q2 | $359K | Hold |
7,136
| – | – | 0.04% | 202 |
|
|
2017
Q1 | $371K | Hold |
7,136
| – | – | 0.04% | 197 |
|
|
2016
Q4 | $395K | Hold |
7,136
| – | – | 0.05% | 191 |
|
|
2016
Q3 | $350K | Hold |
7,136
| – | – | 0.04% | 200 |
|
|
2016
Q2 | $362K | Sell |
7,136
-1,194
| -14% | -$60.6K | 0.05% | 191 |
|
|
2016
Q1 | $389K | Hold |
8,330
| – | – | 0.05% | 181 |
|
|
2015
Q4 | $342K | Sell |
8,330
-605
| -7% | -$24.8K | 0.05% | 183 |
|
|
2015
Q3 | $348K | Buy |
8,935
+605
| +7% | +$23.6K | 0.05% | 186 |
|
|
2015
Q2 | $301K | Hold |
8,330
| – | – | 0.04% | 208 |
|
|
2015
Q1 | $314K | Buy |
8,330
+2,220
| +36% | +$83.7K | 0.05% | 214 |
|
|
2014
Q4 | $243K | Buy |
6,110
+600
| +11% | +$23.9K | 0.04% | 222 |
|
|
2014
Q3 | $209K | Buy |
+5,510
| New | +$209K | 0.03% | 229 |
|