Moody National Bank Trust Division’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,618
| Closed | -$437K | – | 634 |
|
|
2023
Q3 | $437K | Buy |
6,618
+261
| +4% | +$17.2K | 0.03% | 420 |
|
|
2023
Q2 | $472K | Hold |
6,357
| – | – | 0.03% | 393 |
|
|
2023
Q1 | $491K | Buy |
6,357
+440
| +7% | +$34K | 0.04% | 369 |
|
|
2022
Q4 | $452K | Buy |
5,917
+545
| +10% | +$41.6K | 0.04% | 373 |
|
|
2022
Q3 | $380K | Buy |
5,372
+535
| +11% | +$37.8K | 0.04% | 394 |
|
|
2022
Q2 | $410K | Buy |
+4,837
| New | +$410K | 0.04% | 329 |
|
|
2019
Q1 | – | Sell |
-340
| Closed | -$21K | – | 1372 |
|
|
2018
Q4 | $21K | Buy |
+340
| New | +$21K | ﹤0.01% | 467 |
|