Montrusco Bolton Investments’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.1M | Buy |
832,875
+89,602
| +12% | +$6.79M | 0.7% | 27 |
|
|
2025
Q1 | $55.8M | Sell |
743,273
-1,205,688
| -62% | -$90.5M | 0.73% | 28 |
|
|
2024
Q4 | $142M | Sell |
1,948,961
-2,841,704
| -59% | -$207M | 1.72% | 21 |
|
|
2024
Q3 | $367M | Buy |
4,790,665
+375,409
| +9% | +$28.7M | 3.86% | 12 |
|
|
2024
Q2 | $308M | Buy |
4,415,256
+903,511
| +26% | +$62.9M | 3.23% | 16 |
|
|
2024
Q1 | $279M | Buy |
+3,511,745
| New | +$279M | 2.97% | 16 |
|
|
2016
Q3 | – | Sell |
-141,994
| Closed | -$7.19M | – | 88 |
|
|
2016
Q2 | $7.19M | Sell |
141,994
-1,020
| -0.7% | -$51.6K | 0.46% | 48 |
|
|
2016
Q1 | $6.68M | Sell |
143,014
-11,614
| -8% | -$542K | 0.55% | 47 |
|
|
2015
Q4 | $6.34M | Buy |
154,628
+9,486
| +7% | +$389K | 0.55% | 45 |
|
|
2015
Q3 | $5.65M | Sell |
145,142
-54,462
| -27% | -$2.12M | 0.48% | 52 |
|
|
2015
Q2 | $7.21M | Sell |
199,604
-46,294
| -19% | -$1.67M | 0.53% | 52 |
|
|
2015
Q1 | $9.28M | Sell |
245,898
-68,800
| -22% | -$2.6M | 0.69% | 45 |
|
|
2014
Q4 | $12.5M | Buy |
314,698
+112,493
| +56% | +$4.46M | 0.9% | 31 |
|
|
2014
Q3 | $7.67M | Sell |
202,205
-77,880
| -28% | -$2.96M | 0.51% | 49 |
|
|
2014
Q2 | $10.5M | Buy |
280,085
+12,364
| +5% | +$463K | 0.66% | 41 |
|
|
2014
Q1 | $9.67M | Sell |
267,721
-25,109
| -9% | -$907K | 0.68% | 44 |
|
|
2013
Q4 | $10.6M | Sell |
292,830
-50,257
| -15% | -$1.81M | 0.74% | 44 |
|
|
2013
Q3 | $10.9M | Buy |
343,087
+83,577
| +32% | +$2.66M | 0.82% | 36 |
|
|
2013
Q2 | $8.87M | Buy |
+259,510
| New | +$8.87M | 0.71% | 42 |
|