PJSIMP
P.J. Schmidt Investment Management (PJS)’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $780K | Sell |
10,300
-2,000
| -16% | -$151K | 0.13% | 87 |
|
|
2025
Q1 | $923K | Hold |
12,300
| – | – | 0.17% | 78 |
|
|
2024
Q4 | $940K | Sell |
12,300
-385
| -3% | -$29.4K | 0.16% | 78 |
|
|
2024
Q3 | $990K | Sell |
12,685
-885
| -7% | -$69.1K | 0.17% | 77 |
|
|
2024
Q2 | $969K | Sell |
13,570
-125
| -0.9% | -$8.92K | 0.18% | 69 |
|
|
2024
Q1 | $1.11M | Sell |
13,695
-1,536
| -10% | -$125K | 0.21% | 68 |
|
|
2023
Q4 | $1.14M | Sell |
15,231
-950
| -6% | -$71.4K | 0.23% | 68 |
|
|
2023
Q3 | $1.06M | Sell |
16,181
-35
| -0.2% | -$2.3K | 0.23% | 69 |
|
|
2023
Q2 | $1.22M | Sell |
16,216
-970
| -6% | -$73.3K | 0.24% | 69 |
|
|
2023
Q1 | $1.29M | Buy |
17,186
+2,340
| +16% | +$176K | 0.27% | 69 |
|
|
2022
Q4 | $1.13M | Sell |
14,846
-1,600
| -10% | -$122K | 0.26% | 69 |
|
|
2022
Q3 | $1.32M | Buy |
16,446
+2,100
| +15% | +$168K | 0.32% | 62 |
|
|
2022
Q2 | $1.22M | Buy |
14,346
+435
| +3% | +$37.1K | 0.27% | 68 |
|
|
2022
Q1 | $1.19M | Hold |
13,911
| – | – | 0.26% | 69 |
|
|
2021
Q4 | $1.09M | Sell |
13,911
-1,000
| -7% | -$78.1K | 0.22% | 80 |
|
|
2021
Q3 | $1.15M | Hold |
14,911
| – | – | 0.23% | 75 |
|
|
2021
Q2 | $1.09M | Hold |
14,911
| – | – | 0.22% | 79 |
|
|
2021
Q1 | $1.26M | Hold |
14,911
| – | – | 0.26% | 72 |
|
|
2020
Q4 | $1.07M | Sell |
14,911
-1,330
| -8% | -$95.1K | 0.24% | 77 |
|
|
2020
Q3 | $947K | Buy |
16,241
+2,600
| +19% | +$152K | 0.23% | 74 |
|
|
2020
Q2 | $746K | Sell |
13,641
-1,834
| -12% | -$100K | 0.22% | 69 |
|
|
2020
Q1 | $706K | Buy |
15,475
+933
| +6% | +$42.6K | 0.25% | 69 |
|
|
2019
Q4 | $1.24M | Buy |
14,542
+311
| +2% | +$26.6K | 0.33% | 62 |
|
|
2019
Q3 | $1.13M | Hold |
14,231
| – | – | 0.32% | 62 |
|
|
2019
Q2 | $1.01M | Buy |
14,231
+351
| +3% | +$24.8K | 0.29% | 68 |
|
|
2019
Q1 | $927K | Hold |
13,880
| – | – | 0.27% | 68 |
|
|
2018
Q4 | $870K | Sell |
13,880
-200
| -1% | -$12.5K | 0.29% | 64 |
|
|
2018
Q3 | $1.03M | Sell |
14,080
-400
| -3% | -$29.3K | 0.29% | 68 |
|
|
2018
Q2 | $989K | Sell |
14,480
-500
| -3% | -$34.2K | 0.29% | 70 |
|
|
2018
Q1 | $898K | Sell |
14,980
-520
| -3% | -$31.2K | 0.26% | 73 |
|
|
2017
Q4 | $941K | Sell |
15,500
-1,200
| -7% | -$72.9K | 0.27% | 75 |
|
|
2017
Q3 | $901K | Sell |
16,700
-605
| -3% | -$32.6K | 0.27% | 74 |
|
|
2017
Q2 | $871K | Sell |
17,305
-150
| -0.9% | -$7.55K | 0.27% | 77 |
|
|
2017
Q1 | $906K | Sell |
17,455
-1,075
| -6% | -$55.8K | 0.32% | 72 |
|
|
2016
Q4 | $1.03M | Sell |
18,530
-1,575
| -8% | -$87.2K | 0.38% | 68 |
|
|
2016
Q3 | $985K | Sell |
20,105
-1,100
| -5% | -$53.9K | 0.37% | 71 |
|
|
2016
Q2 | $1.08M | Sell |
21,205
-1,700
| -7% | -$86.3K | 0.4% | 70 |
|
|
2016
Q1 | $1.07M | Sell |
22,905
-3,850
| -14% | -$180K | 0.42% | 69 |
|
|
2015
Q4 | $1.1M | Sell |
26,755
-495
| -2% | -$20.3K | 0.44% | 68 |
|
|
2015
Q3 | $1.06M | Sell |
27,250
-3,975
| -13% | -$155K | 0.46% | 64 |
|
|
2015
Q2 | $1.13M | Sell |
31,225
-200
| -0.6% | -$7.22K | 0.44% | 65 |
|
|
2015
Q1 | $1.19M | Sell |
31,425
-350
| -1% | -$13.2K | 0.46% | 65 |
|
|
2014
Q4 | $1.26M | Buy |
31,775
+775
| +3% | +$30.8K | 0.5% | 60 |
|
|
2014
Q3 | $1.18M | Sell |
31,000
-700
| -2% | -$26.6K | 0.48% | 59 |
|
|
2014
Q2 | $1.19M | Sell |
31,700
-925
| -3% | -$34.6K | 0.46% | 59 |
|
|
2014
Q1 | $1.18M | Buy |
32,625
+275
| +0.9% | +$9.94K | 0.47% | 57 |
|
|
2013
Q4 | $1.17M | Sell |
32,350
-4,323
| -12% | -$156K | 0.49% | 58 |
|
|
2013
Q3 | $1.17M | Sell |
36,673
-900
| -2% | -$28.6K | 0.53% | 58 |
|
|
2013
Q2 | $1.28M | Buy |
+37,573
| New | +$1.28M | 0.62% | 53 |
|