Obermeyer Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
5,598
-20,376
| -78% | -$1.54M | 0.02% | 175 |
|
|
2025
Q1 | $1.95M | Sell |
25,974
-1,570
| -6% | -$118K | 0.1% | 72 |
|
|
2024
Q4 | $2.11M | Buy |
27,544
+323
| +1% | +$24.7K | 0.11% | 67 |
|
|
2024
Q3 | $2.12M | Buy |
27,221
+191
| +0.7% | +$14.9K | 0.11% | 71 |
|
|
2024
Q2 | $1.93M | Sell |
27,030
-96
| -0.4% | -$6.85K | 0.11% | 73 |
|
|
2024
Q1 | $2.2M | Buy |
+27,126
| New | +$2.2M | 0.13% | 64 |
|
|
2023
Q3 | – | Sell |
-3,662
| Closed | -$272K | – | 228 |
|
|
2023
Q2 | $272K | Hold |
3,662
| – | – | 0.02% | 172 |
|
|
2023
Q1 | $283K | Hold |
3,662
| – | – | 0.02% | 168 |
|
|
2022
Q4 | $280K | Buy |
3,662
+13
| +0.4% | +$994 | 0.02% | 171 |
|
|
2022
Q3 | $258K | Hold |
3,649
| – | – | 0.02% | 167 |
|
|
2022
Q2 | $309K | Hold |
3,649
| – | – | 0.02% | 143 |
|
|
2022
Q1 | $298K | Hold |
3,649
| – | – | 0.02% | 176 |
|
|
2021
Q4 | $287K | Hold |
3,649
| – | – | 0.02% | 180 |
|
|
2021
Q3 | $286K | Sell |
3,649
-1,250
| -26% | -$98K | 0.02% | 174 |
|
|
2021
Q2 | $381K | Sell |
4,899
-1,716
| -26% | -$133K | 0.02% | 141 |
|
|
2021
Q1 | $521K | Buy |
+6,615
| New | +$521K | 0.03% | 123 |
|