Mount Yale Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $952K | Sell |
12,566
-92
| -0.7% | -$6.97K | 0.07% | 216 |
|
|
2025
Q1 | $950K | Sell |
12,658
-799
| -6% | -$60K | 0.08% | 202 |
|
|
2024
Q4 | $1.03M | Buy |
13,457
+5,783
| +75% | +$442K | 0.08% | 193 |
|
|
2024
Q3 | $599K | Buy |
+7,674
| New | +$599K | 0.06% | 304 |
|
|
2020
Q1 | – | Sell |
-2,983
| Closed | -$245K | – | 329 |
|
|
2019
Q4 | $245K | Sell |
2,983
-413
| -12% | -$33.9K | 0.04% | 290 |
|
|
2019
Q3 | $273K | Sell |
3,396
-87
| -2% | -$6.99K | 0.05% | 274 |
|
|
2019
Q2 | $243K | Sell |
3,483
-107
| -3% | -$7.47K | 0.04% | 281 |
|
|
2019
Q1 | $240K | Buy |
3,590
+100
| +3% | +$6.69K | 0.05% | 276 |
|
|
2018
Q4 | $231K | Sell |
3,490
-191
| -5% | -$12.6K | 0.05% | 283 |
|
|
2018
Q3 | $245K | Sell |
3,681
-122
| -3% | -$8.12K | 0.04% | 284 |
|
|
2018
Q2 | $260K | Buy |
3,803
+81
| +2% | +$5.54K | 0.05% | 272 |
|
|
2018
Q1 | $223K | Buy |
+3,722
| New | +$223K | 0.05% | 278 |
|