Northwest Quadrant Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,603
| Closed | -$214K | – | 73 |
|
|
2025
Q3 | $214K | Sell |
2,603
-205
| -7% | -$16.4K | 0.05% | 71 |
|
|
2025
Q2 | $213K | Buy |
2,808
+7
| +0.2% | +$508 | 0.05% | 67 |
|
|
2025
Q1 | $210K | Sell |
2,801
-197
| -7% | -$14.4K | 0.05% | 63 |
|
|
2024
Q4 | $229K | Sell |
2,998
-195
| -6% | -$14.9K | 0.05% | 66 |
|
|
2024
Q3 | $249K | Buy |
3,193
+6
| +0.2% | +$451 | 0.06% | 57 |
|
|
2024
Q2 | $228K | Sell |
3,187
-427
| -12% | -$31.9K | 0.06% | 58 |
|
|
2024
Q1 | $293K | Sell |
3,614
-603
| -14% | -$47.5K | 0.07% | 48 |
|
|
2023
Q4 | $308K | Buy |
4,217
+14
| +0.3% | +$966 | 0.08% | 44 |
|
|
2023
Q3 | $278K | Buy |
4,203
+12
| +0.3% | +$862 | 0.08% | 44 |
|
|
2023
Q2 | $311K | Buy |
4,191
+12
| +0.3% | +$887 | 0.09% | 40 |
|
|
2023
Q1 | $323K | Buy |
4,179
+11
| +0.3% | +$844 | 0.09% | 40 |
|
|
2022
Q4 | $319K | Sell |
4,168
-240
| -5% | -$19.4K | 0.1% | 40 |
|
|
2022
Q3 | $312K | Sell |
4,408
-69
| -2% | -$5.75K | 0.1% | 37 |
|
|
2022
Q2 | $381K | Buy |
4,477
+10
| +0.2% | +$838 | 0.12% | 34 |
|
|
2022
Q1 | $370K | Sell |
4,467
-314
| -7% | -$25.4K | 0.1% | 39 |
|
|
2021
Q4 | $376K | Buy |
4,781
+13
| +0.3% | +$1K | 0.1% | 41 |
|
|
2021
Q3 | $386K | Sell |
4,768
-92
| -2% | -$7.02K | 0.11% | 38 |
|
|
2021
Q2 | $368K | Sell |
4,860
-192
| -4% | -$15.5K | 0.11% | 40 |
|
|
2021
Q1 | $398K | Buy |
5,052
+15
| +0.3% | +$1.16K | 0.12% | 37 |
|
|
2020
Q4 | $369K | Buy |
5,037
+16
| +0.3% | +$1.1K | 0.12% | 38 |
|
|
2020
Q3 | $307K | Sell |
5,021
-158
| -3% | -$9.19K | 0.12% | 36 |
|
|
2020
Q2 | $282K | Hold |
5,179
| – | – | 0.12% | 38 |
|
|
2020
Q1 | $271K | Buy |
5,179
+33
| +0.6% | +$2.28K | 0.12% | 37 |
|
|
2019
Q4 | $442K | Sell |
5,146
-544
| -10% | -$44.1K | 0.18% | 32 |
|
|
2019
Q3 | $452K | Buy |
5,690
+449
| +9% | +$33K | 0.19% | 31 |
|
|
2019
Q2 | $369K | Buy |
5,241
+16
| +0.3% | +$1.14K | 0.17% | 38 |
|
|
2019
Q1 | $349K | Hold |
5,225
| – | – | 0.16% | 39 |
|
|
2018
Q4 | $325K | Buy |
5,225
+216
| +4% | +$14.6K | 0.16% | 39 |
|
|
2018
Q3 | $333K | Sell |
5,009
-80
| -2% | -$5.76K | 0.2% | 37 |
|
|
2018
Q2 | $347K | Buy |
5,089
+16
| +0.3% | +$1.02K | 0.23% | 35 |
|
|
2018
Q1 | $304K | Hold |
5,073
| – | – | 0.2% | 43 |
|
|
2017
Q4 | $292K | Buy |
5,073
+15
| +0.3% | +$850 | 0.2% | 45 |
|
|
2017
Q3 | $273K | Sell |
5,058
-111
| -2% | -$5.78K | 0.2% | 48 |
|
|
2017
Q2 | $269K | Buy |
5,169
+29
| +0.6% | +$1.55K | 0.23% | 44 |
|
|
2017
Q1 | $282K | Sell |
5,140
-184
| -3% | -$9.75K | 0.27% | 46 |
|
|
2016
Q4 | $273K | Buy |
+5,324
| New | +$277K | 0.29% | 46 |
|
Other funds holding SYY
Northwest Quadrant Wealth Management's SYY Position: Q4 2025 in Review
Northwest Quadrant Wealth Management sold out of Sysco (SYY) in Q4 2025, closing a stake of 2,603 shares — an estimated $214K sold.
Northwest Quadrant Wealth Management first reported a position in SYY in Q4 2016 and held it in 36 quarters. The position peaked at $452K in Q3 2019. 1,560 funds tracked by Wall St. Rank hold SYY as of Q4 2025.
- Northwest Quadrant Wealth Management reported no remaining Sysco position as of Q4 2025 after selling out during the quarter.
- Northwest Quadrant Wealth Management sold 2,603 Sysco shares in Q4 2025, an estimated $214K.
- Northwest Quadrant Wealth Management first reported a position in Sysco in Q4 2016 and held it in 36 quarters.
- Northwest Quadrant Wealth Management's Sysco position peaked at $452K in Q3 2019.
- 1,560 funds tracked by Wall St. Rank held Sysco as of Q4 2025.
Based on Northwest Quadrant Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.