Northcape Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $319K | Sell |
4,211
-54
| -1% | -$4.09K | 0.1% | 115 |
|
2025
Q1 | $320K | Hold |
4,265
| – | – | 0.1% | 113 |
|
2024
Q4 | $326K | Sell |
4,265
-46
| -1% | -$3.52K | 0.11% | 112 |
|
2024
Q3 | $337K | Hold |
4,311
| – | – | 0.11% | 110 |
|
2024
Q2 | $308K | Buy |
4,311
+794
| +23% | +$56.7K | 0.11% | 109 |
|
2024
Q1 | $286K | Sell |
3,517
-1,211
| -26% | -$98.3K | 0.1% | 115 |
|
2023
Q4 | $346K | Sell |
4,728
-140
| -3% | -$10.2K | 0.13% | 111 |
|
2023
Q3 | $322K | Sell |
4,868
-671
| -12% | -$44.3K | 0.12% | 117 |
|
2023
Q2 | $411K | Sell |
5,539
-130
| -2% | -$9.65K | 0.15% | 110 |
|
2023
Q1 | $438K | Buy |
+5,669
| New | +$438K | 0.16% | 102 |
|
2022
Q4 | – | Sell |
-4,203
| Closed | -$297K | – | 127 |
|
2022
Q3 | $297K | Sell |
4,203
-1,500
| -26% | -$106K | 0.11% | 115 |
|
2022
Q2 | $483K | Sell |
5,703
-70
| -1% | -$5.93K | 0.18% | 80 |
|
2022
Q1 | $471K | Sell |
5,773
-81
| -1% | -$6.61K | 0.14% | 105 |
|
2021
Q4 | $460K | Buy |
+5,854
| New | +$460K | 0.16% | 85 |
|