Montgomery Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $515K | Hold |
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|
2025
Q2 | $473K | Hold |
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|
2025
Q1 | $469K | Hold |
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|
2024
Q4 | $478K | Hold |
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|
2024
Q3 | $488K | Hold |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $507K | Hold |
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|
2023
Q4 | $457K | Hold |
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|
2023
Q3 | $413K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $478K | Sell |
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|
2022
Q3 | $445K | Hold |
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|
2022
Q2 | $534K | Hold |
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|
2022
Q1 | $514K | Hold |
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|
2021
Q4 | $495K | Sell |
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|
2021
Q3 | $518K | Hold |
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|
2021
Q2 | $513K | Hold |
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|
2021
Q1 | $520K | Hold |
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|
2020
Q4 | $490K | Hold |
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|
2020
Q3 | $411K | Hold |
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|
2020
Q2 | $361K | Hold |
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|
2020
Q1 | $301K | Hold |
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|
2019
Q4 | $565K | Hold |
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|
2019
Q3 | $524K | Hold |
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|
2019
Q2 | $467K | Hold |
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|
2019
Q1 | $441K | Hold |
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|
2018
Q4 | $414K | Sell |
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|
2018
Q3 | $571K | Hold |
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|
2018
Q2 | $533K | Hold |
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|
2018
Q1 | $468K | Hold |
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|
2017
Q4 | $474K | Hold |
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|
2017
Q3 | $421K | Hold |
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|
2017
Q2 | $393K | Hold |
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|
2017
Q1 | $405K | Hold |
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|
2016
Q4 | $432K | Hold |
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|
2016
Q3 | $382K | Sell |
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|
2016
Q2 | $411K | Sell |
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|
2016
Q1 | $381K | Sell |
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|
2015
Q4 | $355K | Hold |
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|
2015
Q3 | $337K | Hold |
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|
2015
Q2 | $312K | Sell |
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|
2015
Q1 | $357K | Sell |
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|
2014
Q4 | $415K | Buy |
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|
2014
Q3 | $288K | Buy |
|