NewSquare Capital’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-303
| Closed | -$22.9K | – | 1122 |
|
|
2025
Q2 | $22.9K | Buy |
303
+102
| +51% | +$7.41K | ﹤0.01% | 454 |
|
|
2025
Q1 | $15.1K | Buy |
201
+161
| +403% | +$11.8K | ﹤0.01% | 437 |
|
|
2024
Q4 | $3.06K | Buy |
+40
| New | +$3.06K | ﹤0.01% | 447 |
|
|
2023
Q3 | – | Sell |
-180
| Closed | -$13.4K | – | 883 |
|
|
2023
Q2 | $13.4K | Buy |
180
+150
| +500% | +$11.1K | ﹤0.01% | 310 |
|
|
2023
Q1 | $2.32K | Buy |
+30
| New | +$2.3K | ﹤0.01% | 557 |
|
|
2021
Q3 | – | Sell |
-25
| Closed | -$2K | – | 394 |
|
|
2021
Q2 | $2K | Hold |
25
| – | – | ﹤0.01% | 331 |
|
|
2021
Q1 | $2K | Hold |
25
| – | – | ﹤0.01% | 310 |
|
|
2020
Q4 | $2K | Hold |
25
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $2K | Sell |
25
-38
| -60% | -$2.21K | ﹤0.01% | 304 |
|
|
2020
Q2 | $3K | Buy |
63
+38
| +152% | +$2K | ﹤0.01% | 299 |
|
|
2020
Q1 | $1K | Sell |
25
-420
| -94% | -$29.1K | ﹤0.01% | 338 |
|
|
2019
Q4 | $38K | Buy |
445
+420
| +1,680% | +$34K | 0.01% | 181 |
|
|
2019
Q3 | $2K | Buy |
+25
| New | +$1.83K | ﹤0.01% | 257 |
|
|
2019
Q2 | – | Sell |
-16
| Closed | -$1K | – | 372 |
|
|
2019
Q1 | $1K | Hold |
16
| – | – | ﹤0.01% | 323 |
|
|
2018
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 317 |
|
|
2018
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 312 |
|
|
2018
Q2 | $1K | Hold |
16
| – | – | ﹤0.01% | 297 |
|
|
2018
Q1 | $1K | Sell |
16
-16
| -50% | -$969 | ﹤0.01% | 328 |
|
|
2017
Q4 | $2K | Sell |
32
-33
| -51% | -$1.87K | ﹤0.01% | 317 |
|
|
2017
Q3 | $3K | Hold |
65
| – | – | ﹤0.01% | 302 |
|
|
2017
Q2 | $3K | Hold |
65
| – | – | ﹤0.01% | 292 |
|
|
2017
Q1 | $3K | Hold |
65
| – | – | ﹤0.01% | 299 |
|
|
2016
Q4 | $4K | Buy |
65
+1
| +2% | +$52 | ﹤0.01% | 275 |
|
|
2016
Q3 | $3K | Sell |
64
-22,622
| -100% | -$1.16M | ﹤0.01% | 411 |
|
|
2016
Q2 | $1.15M | Buy |
22,686
+2,926
| +15% | +$142K | 0.27% | 50 |
|
|
2016
Q1 | $923K | Sell |
19,760
-3,936
| -17% | -$170K | 0.26% | 54 |
|
|
2015
Q4 | $972K | Buy |
23,696
+1,889
| +9% | +$77.5K | 0.27% | 47 |
|
|
2015
Q3 | $850K | Sell |
21,807
-266
| -1% | -$10.2K | 0.25% | 50 |
|
|
2015
Q2 | $797K | Buy |
22,073
+1,276
| +6% | +$47.7K | 0.24% | 59 |
|
|
2015
Q1 | $785K | Buy |
20,797
+1,197
| +6% | +$47.2K | 0.24% | 53 |
|
|
2014
Q4 | $778K | Buy |
19,600
+1,604
| +9% | +$62.2K | 0.26% | 56 |
|
|
2014
Q3 | $683K | Buy |
17,996
+1,978
| +12% | +$73.8K | 0.24% | 70 |
|
|
2014
Q2 | $600K | Sell |
16,018
-91
| -0.6% | -$3.34K | 0.22% | 70 |
|
|
2014
Q1 | $582K | Buy |
16,109
+94
| +0.6% | +$3.38K | 0.23% | 66 |
|
|
2013
Q4 | $578K | Buy |
16,015
+1,488
| +10% | +$50.3K | 0.28% | 48 |
|
|
2013
Q3 | $462K | Buy |
14,527
+1,172
| +9% | +$39.3K | 0.22% | 58 |
|
|
2013
Q2 | $456K | Buy |
+13,355
| New | +$460K | 0.23% | 60 |
|
Other funds holding SYY
