Notis-McConarty Edward’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,332
| Closed | -$309K | – | 90 |
|
|
2024
Q2 | $309K | Sell |
4,332
-195
| -4% | -$13.9K | 0.12% | 79 |
|
|
2024
Q1 | $368K | Hold |
4,527
| – | – | 0.15% | 78 |
|
|
2023
Q4 | $331K | Sell |
4,527
-1,413
| -24% | -$103K | 0.13% | 78 |
|
|
2023
Q3 | $392K | Hold |
5,940
| – | – | 0.16% | 76 |
|
|
2023
Q2 | $441K | Sell |
5,940
-97
| -2% | -$7.2K | 0.17% | 77 |
|
|
2023
Q1 | $466K | Hold |
6,037
| – | – | 0.19% | 77 |
|
|
2022
Q4 | $462K | Sell |
6,037
-144
| -2% | -$11K | 0.19% | 76 |
|
|
2022
Q3 | $438K | Sell |
6,181
-144
| -2% | -$10.2K | 0.2% | 75 |
|
|
2022
Q2 | $536K | Hold |
6,325
| – | – | 0.22% | 75 |
|
|
2022
Q1 | $516K | Hold |
6,325
| – | – | 0.18% | 82 |
|
|
2021
Q4 | $497K | Hold |
6,325
| – | – | 0.17% | 82 |
|
|
2021
Q3 | $497K | Hold |
6,325
| – | – | 0.18% | 83 |
|
|
2021
Q2 | $492K | Hold |
6,325
| – | – | 0.18% | 82 |
|
|
2021
Q1 | $498K | Sell |
6,325
-500
| -7% | -$39.4K | 0.19% | 79 |
|
|
2020
Q4 | $507K | Sell |
6,825
-155
| -2% | -$11.5K | 0.21% | 74 |
|
|
2020
Q3 | $434K | Buy |
6,980
+755
| +12% | +$46.9K | 0.19% | 76 |
|
|
2020
Q2 | $340K | Sell |
6,225
-175
| -3% | -$9.56K | 0.16% | 81 |
|
|
2020
Q1 | $292K | Sell |
6,400
-500
| -7% | -$22.8K | 0.16% | 83 |
|
|
2019
Q4 | $590K | Sell |
6,900
-195
| -3% | -$16.7K | 0.26% | 70 |
|
|
2019
Q3 | $563K | Sell |
7,095
-700
| -9% | -$55.5K | 0.26% | 72 |
|
|
2019
Q2 | $551K | Sell |
7,795
-386
| -5% | -$27.3K | 0.26% | 73 |
|
|
2019
Q1 | $546K | Sell |
8,181
-65
| -0.8% | -$4.34K | 0.26% | 72 |
|
|
2018
Q4 | $517K | Sell |
8,246
-15
| -0.2% | -$940 | 0.28% | 73 |
|
|
2018
Q3 | $605K | Hold |
8,261
| – | – | 0.32% | 64 |
|
|
2018
Q2 | $563K | Sell |
8,261
-50
| -0.6% | -$3.41K | 0.33% | 65 |
|
|
2018
Q1 | $498K | Hold |
8,311
| – | – | 0.3% | 68 |
|
|
2017
Q4 | $504K | Sell |
8,311
-40
| -0.5% | -$2.43K | 0.29% | 68 |
|
|
2017
Q3 | $450K | Sell |
8,351
-35
| -0.4% | -$1.89K | 0.28% | 69 |
|
|
2017
Q2 | $422K | Hold |
8,386
| – | – | 0.27% | 73 |
|
|
2017
Q1 | $435K | Sell |
8,386
-25
| -0.3% | -$1.3K | 0.29% | 71 |
|
|
2016
Q4 | $466K | Sell |
8,411
-50
| -0.6% | -$2.77K | 0.32% | 70 |
|
|
2016
Q3 | $416K | Hold |
8,461
| – | – | 0.28% | 72 |
|
|
2016
Q2 | $429K | Sell |
8,461
-300
| -3% | -$15.2K | 0.3% | 72 |
|
|
2016
Q1 | $409K | Hold |
8,761
| – | – | 0.29% | 77 |
|
|
2015
Q4 | $359K | Hold |
8,761
| – | – | 0.26% | 78 |
|
|
2015
Q3 | $341K | Sell |
8,761
-200
| -2% | -$7.78K | 0.25% | 81 |
|
|
2015
Q2 | $324K | Buy |
8,961
+2,526
| +39% | +$91.3K | 0.22% | 90 |
|
|
2015
Q1 | $243K | Hold |
6,435
| – | – | 0.17% | 97 |
|
|
2014
Q4 | $256K | Hold |
6,435
| – | – | 0.18% | 96 |
|
|
2014
Q3 | $245K | Sell |
6,435
-15,300
| -70% | -$583K | 0.17% | 99 |
|
|
2014
Q2 | $813K | Sell |
21,735
-1,200
| -5% | -$44.9K | 0.54% | 57 |
|
|
2014
Q1 | $829K | Sell |
22,935
-500
| -2% | -$18.1K | 0.58% | 53 |
|
|
2013
Q4 | $846K | Buy |
+23,435
| New | +$846K | 0.59% | 54 |
|