Mount Yale Investment Advisors’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 | $952K | Sell |
|
|||||
|
2025
Q1 | $950K | Sell |
|
|||||
|
2024
Q4 | $1.03M | Buy |
|
|||||
|
2024
Q3 | $599K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $245K | Sell |
|
|||||
|
2019
Q3 | $273K | Sell |
|
|||||
|
2019
Q2 | $243K | Sell |
|
|||||
|
2019
Q1 | $240K | Buy |
|
|||||
|
2018
Q4 | $231K | Sell |
|
|||||
|
2018
Q3 | $245K | Sell |
|
|||||
|
2018
Q2 | $260K | Buy |
|
|||||
|
2018
Q1 | $223K | Buy |
|