Optimum Investment Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.8K | Hold |
168
| – | – | 0.01% | 489 |
|
2025
Q1 | $12.6K | Hold |
168
| – | – | 0.01% | 490 |
|
2024
Q4 | $12.9K | Hold |
168
| – | – | 0.01% | 482 |
|
2024
Q3 | $13.1K | Hold |
168
| – | – | 0.01% | 506 |
|
2024
Q2 | $12K | Hold |
168
| – | – | 0.01% | 503 |
|
2024
Q1 | $13.7K | Hold |
168
| – | – | 0.01% | 493 |
|
2023
Q4 | $12.3K | Hold |
168
| – | – | 0.01% | 497 |
|
2023
Q3 | $11.1K | Hold |
168
| – | – | 0.01% | 530 |
|
2023
Q2 | $12.5K | Sell |
168
-37
| -18% | -$2.75K | 0.01% | 530 |
|
2023
Q1 | $15.9K | Hold |
205
| – | – | 0.01% | 507 |
|
2022
Q4 | $15.7K | Hold |
205
| – | – | 0.01% | 521 |
|
2022
Q3 | $15K | Buy |
205
+37
| +22% | +$2.71K | 0.01% | 534 |
|
2022
Q2 | $14K | Hold |
168
| – | – | 0.01% | 563 |
|
2022
Q1 | $14K | Hold |
168
| – | – | 0.01% | 609 |
|
2021
Q4 | $13K | Hold |
168
| – | – | 0.01% | 654 |
|
2021
Q3 | $13K | Hold |
168
| – | – | 0.01% | 651 |
|
2021
Q2 | $13K | Hold |
168
| – | – | ﹤0.01% | 725 |
|
2021
Q1 | $13K | Hold |
168
| – | – | ﹤0.01% | 735 |
|
2020
Q4 | $13K | Sell |
168
-1,000
| -86% | -$77.4K | ﹤0.01% | 691 |
|
2020
Q3 | $73K | Hold |
1,168
| – | – | 0.02% | 385 |
|
2020
Q2 | $64K | Hold |
1,168
| – | – | 0.02% | 395 |
|
2020
Q1 | $53K | Hold |
1,168
| – | – | 0.02% | 417 |
|
2019
Q4 | $100K | Hold |
1,168
| – | – | 0.03% | 392 |
|
2019
Q3 | $93K | Hold |
1,168
| – | – | 0.03% | 386 |
|
2019
Q2 | $83K | Hold |
1,168
| – | – | 0.03% | 415 |
|
2019
Q1 | $78K | Hold |
1,168
| – | – | 0.03% | 426 |
|
2018
Q4 | $73K | Hold |
1,168
| – | – | 0.03% | 404 |
|
2018
Q3 | $86K | Hold |
1,168
| – | – | 0.02% | 426 |
|
2018
Q2 | $80K | Hold |
1,168
| – | – | 0.02% | 439 |
|
2018
Q1 | $70K | Buy |
+1,168
| New | +$70K | 0.02% | 464 |
|
2015
Q1 | $37K | Hold |
1,000
| – | – | 0.01% | 568 |
|
2014
Q4 | $40K | Sell |
1,000
-500
| -33% | -$20K | 0.01% | 567 |
|
2014
Q3 | $58K | Hold |
1,500
| – | – | 0.02% | 447 |
|
2014
Q2 | $56K | Buy |
1,500
+300
| +25% | +$11.2K | 0.02% | 464 |
|
2014
Q1 | $43K | Sell |
1,200
-78
| -6% | -$2.8K | 0.02% | 415 |
|
2013
Q4 | $46K | Buy |
1,278
+578
| +83% | +$20.8K | 0.02% | 407 |
|
2013
Q3 | $22K | Buy |
+700
| New | +$22K | 0.01% | 479 |
|