Montag & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $651K | Hold |
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|
2025
Q1 | $645K | Hold |
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|
2024
Q4 | $657K | Hold |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $544K | Hold |
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|
2024
Q1 | $618K | Buy |
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|
2023
Q4 | $427K | Buy |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $410K | Sell |
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|
2022
Q4 | $427K | Buy |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $580K | Hold |
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|
2021
Q3 | $579K | Hold |
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|
2021
Q2 | $574K | Hold |
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|
2021
Q1 | $581K | Hold |
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|
2020
Q4 | $548K | Hold |
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|
2020
Q3 | $459K | Buy |
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|
2020
Q2 | $339K | Hold |
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|
2020
Q1 | $283K | Buy |
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|
2019
Q4 | $489K | Hold |
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|
2019
Q3 | $454K | Hold |
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|
2019
Q2 | $405K | Hold |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $388K | Hold |
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|
2018
Q3 | $453K | Buy |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $346K | Sell |
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|
2017
Q4 | $384K | Sell |
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|
2017
Q3 | $385K | Hold |
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|
2017
Q2 | $359K | Hold |
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|
2017
Q1 | $371K | Hold |
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|
2016
Q4 | $395K | Hold |
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|
2016
Q3 | $350K | Hold |
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|
2016
Q2 | $362K | Sell |
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|
2016
Q1 | $389K | Hold |
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|
2015
Q4 | $342K | Sell |
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|
2015
Q3 | $348K | Buy |
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|
2015
Q2 | $301K | Hold |
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|
2015
Q1 | $314K | Buy |
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|
2014
Q4 | $243K | Buy |
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|
2014
Q3 | $209K | Buy |
|