Operose Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-105
| Closed | -$8.2K | – | 619 |
|
|
2024
Q3 | $8.2K | Hold |
105
| – | – | ﹤0.01% | 513 |
|
|
2024
Q2 | $7.5K | Sell |
105
-393
| -79% | -$28.1K | ﹤0.01% | 476 |
|
|
2024
Q1 | $40.4K | Hold |
498
| – | – | 0.01% | 273 |
|
|
2023
Q4 | $36.4K | Sell |
498
-490
| -50% | -$35.8K | 0.01% | 257 |
|
|
2023
Q3 | $65.3K | Buy |
988
+395
| +67% | +$26.1K | 0.03% | 260 |
|
|
2023
Q2 | $44K | Hold |
593
| – | – | 0.02% | 169 |
|
|
2023
Q1 | $45.8K | Hold |
593
| – | – | 0.02% | 162 |
|
|
2022
Q4 | $45.3K | Hold |
593
| – | – | 0.02% | 160 |
|
|
2022
Q3 | $42K | Sell |
593
-500
| -46% | -$35.4K | 0.03% | 160 |
|
|
2022
Q2 | $93K | Hold |
1,093
| – | – | 0.07% | 107 |
|
|
2022
Q1 | $89K | Buy |
1,093
+500
| +84% | +$40.7K | 0.06% | 115 |
|
|
2021
Q4 | $47K | Buy |
+593
| New | +$47K | 0.04% | 141 |
|