Mutual 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 | $844K | Buy |
10,515
+1,925
| +22% | +$155K | 0.02% | 579 |
|
|
2025
Q1 | $609K | Buy |
8,590
+1,161
| +16% | +$82.3K | 0.02% | 633 |
|
|
2024
Q4 | $544K | Sell |
7,429
-2,694
| -27% | -$197K | 0.02% | 671 |
|
|
2024
Q3 | $753K | Sell |
10,123
-897
| -8% | -$66.7K | 0.02% | 574 |
|
|
2024
Q2 | $807K | Buy |
11,020
+2,339
| +27% | +$171K | 0.02% | 554 |
|
|
2024
Q1 | $705K | Sell |
8,681
-2,919
| -25% | -$237K | 0.02% | 588 |
|
|
2023
Q4 | $848K | Sell |
11,600
-26
| -0.2% | -$1.9K | 0.03% | 503 |
|
|
2023
Q3 | $768K | Buy |
11,626
+172
| +2% | +$11.4K | 0.03% | 487 |
|
|
2023
Q2 | $850K | Buy |
11,454
+875
| +8% | +$64.9K | 0.03% | 481 |
|
|
2023
Q1 | $817K | Buy |
10,579
+10
| +0.1% | +$772 | 0.03% | 480 |
|
|
2022
Q4 | $808K | Hold |
10,569
| – | – | 0.04% | 471 |
|
|
2022
Q3 | $747K | Sell |
10,569
-365
| -3% | -$25.8K | 0.04% | 445 |
|
|
2022
Q2 | $926K | Sell |
10,934
-404
| -4% | -$34.2K | 0.06% | 358 |
|
|
2022
Q1 | $926K | Sell |
11,338
-251
| -2% | -$20.5K | 0.05% | 397 |
|
|
2021
Q4 | $910K | Sell |
11,589
-270
| -2% | -$21.2K | 0.05% | 413 |
|
|
2021
Q3 | $931K | Buy |
11,859
+156
| +1% | +$12.2K | 0.06% | 376 |
|
|
2021
Q2 | $910K | Buy |
11,703
+625
| +6% | +$48.6K | 0.05% | 374 |
|
|
2021
Q1 | $872K | Buy |
11,078
+243
| +2% | +$19.1K | 0.06% | 352 |
|
|
2020
Q4 | $805K | Sell |
10,835
-46
| -0.4% | -$3.42K | 0.06% | 362 |
|
|
2020
Q3 | $677K | Buy |
10,881
+3
| +0% | +$187 | 0.06% | 344 |
|
|
2020
Q2 | $595K | Buy |
10,878
+4,269
| +65% | +$234K | 0.06% | 344 |
|
|
2020
Q1 | $302K | Sell |
6,609
-1,482
| -18% | -$67.7K | 0.04% | 392 |
|
|
2019
Q4 | $692K | Buy |
8,091
+5,314
| +191% | +$454K | 0.07% | 283 |
|
|
2019
Q3 | $220K | Sell |
2,777
-101
| -4% | -$8K | 0.03% | 484 |
|
|
2019
Q2 | $204K | Buy |
+2,878
| New | +$204K | 0.03% | 524 |
|
|
2019
Q1 | – | Sell |
-4,264
| Closed | -$267K | – | 496 |
|
|
2018
Q4 | $267K | Buy |
+4,264
| New | +$267K | 0.05% | 353 |
|