NorthCrest Asset Manangement’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $254K | Buy |
+3,285
| New | +$254K | 0.01% | 560 |
|
2025
Q1 | – | Sell |
-2,956
| Closed | -$226K | – | 628 |
|
2024
Q4 | $226K | Buy |
2,956
+139
| +5% | +$10.6K | 0.01% | 530 |
|
2024
Q3 | $220K | Buy |
+2,817
| New | +$220K | 0.01% | 523 |
|
2024
Q2 | – | Sell |
-2,714
| Closed | -$220K | – | 517 |
|
2024
Q1 | $220K | Buy |
+2,714
| New | +$220K | 0.01% | 484 |
|
2023
Q4 | – | Sell |
-3,239
| Closed | -$214K | – | 518 |
|
2023
Q3 | $214K | Sell |
3,239
-401
| -11% | -$26.5K | 0.01% | 477 |
|
2023
Q2 | $270K | Sell |
3,640
-53
| -1% | -$3.93K | 0.01% | 457 |
|
2023
Q1 | $285K | Buy |
3,693
+108
| +3% | +$8.34K | 0.01% | 446 |
|
2022
Q4 | $274K | Buy |
+3,585
| New | +$274K | 0.02% | 362 |
|
2022
Q3 | – | Sell |
-2,660
| Closed | -$225K | – | 441 |
|
2022
Q2 | $225K | Hold |
2,660
| – | – | 0.01% | 407 |
|
2022
Q1 | $217K | Buy |
+2,660
| New | +$217K | 0.01% | 389 |
|