Northwest Quadrant Wealth Management’s Sysco SYY Stock Holding History

Northwest Quadrant Wealth Management’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$213K	Buy	2,808 +7	+0.2%	+$530	0.05%	67
2025 Q1	$210K	Sell	2,801 -197	-7%	-$14.8K	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%	+$468	0.06%	57
2024 Q2	$228K	Sell	3,187 -427	-12%	-$30.5K	0.06%	58
2024 Q1	$293K	Sell	3,614 -603	-14%	-$48.9K	0.07%	48
2023 Q4	$308K	Buy	4,217 +14	+0.3%	+$1.02K	0.08%	44
2023 Q3	$278K	Buy	4,203 +12	+0.3%	+$793	0.08%	44
2023 Q2	$311K	Buy	4,191 +12	+0.3%	+$890	0.09%	40
2023 Q1	$323K	Buy	4,179 +11	+0.3%	+$850	0.09%	40
2022 Q4	$319K	Sell	4,168 -240	-5%	-$18.3K	0.1%	40
2022 Q3	$312K	Sell	4,408 -69	-2%	-$4.88K	0.1%	37
2022 Q2	$381K	Buy	4,477 +10	+0.2%	+$851	0.12%	34
2022 Q1	$370K	Sell	4,467 -314	-7%	-$26K	0.1%	39
2021 Q4	$376K	Buy	4,781 +13	+0.3%	+$1.02K	0.1%	41
2021 Q3	$386K	Sell	4,768 -92	-2%	-$7.45K	0.11%	38
2021 Q2	$368K	Sell	4,860 -192	-4%	-$14.5K	0.11%	40
2021 Q1	$398K	Buy	5,052 +15	+0.3%	+$1.18K	0.12%	37
2020 Q4	$369K	Buy	5,037 +16	+0.3%	+$1.17K	0.12%	38
2020 Q3	$307K	Sell	5,021 -158	-3%	-$9.66K	0.12%	36
2020 Q2	$282K	Hold	5,179	–	–	0.12%	38
2020 Q1	$271K	Buy	5,179 +33	+0.6%	+$1.73K	0.12%	37
2019 Q4	$442K	Sell	5,146 -544	-10%	-$46.7K	0.18%	32
2019 Q3	$452K	Buy	5,690 +449	+9%	+$35.7K	0.19%	31
2019 Q2	$369K	Buy	5,241 +16	+0.3%	+$1.13K	0.17%	38
2019 Q1	$349K	Hold	5,225	–	–	0.16%	39
2018 Q4	$325K	Buy	5,225 +216	+4%	+$13.4K	0.16%	39
2018 Q3	$333K	Sell	5,009 -80	-2%	-$5.32K	0.2%	37
2018 Q2	$347K	Buy	5,089 +16	+0.3%	+$1.09K	0.23%	35
2018 Q1	$304K	Hold	5,073	–	–	0.2%	43
2017 Q4	$292K	Buy	5,073 +15	+0.3%	+$863	0.2%	45
2017 Q3	$273K	Sell	5,058 -111	-2%	-$5.99K	0.2%	48
2017 Q2	$269K	Buy	5,169 +29	+0.6%	+$1.51K	0.23%	44
2017 Q1	$282K	Sell	5,140 -184	-3%	-$10.1K	0.27%	46
2016 Q4	$273K	Buy	+5,324	New	+$273K	0.29%	46