Pathstone Family Office’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.04M | Buy |
61,111
+21,574
| +55% | +$1.43M | 0.03% | 314 |
|
|
2023
Q2 | $2.94M | Buy |
39,537
+3,517
| +10% | +$261K | 0.04% | 252 |
|
|
2023
Q1 | $2.8M | Sell |
36,020
-59,392
| -62% | -$4.61M | 0.05% | 232 |
|
|
2022
Q4 | $6.86M | Buy |
95,412
+6,716
| +8% | +$483K | 0.06% | 225 |
|
|
2022
Q3 | $6.27M | Buy |
88,696
+54,883
| +162% | +$3.88M | 0.06% | 197 |
|
|
2022
Q2 | $2.88M | Buy |
33,813
+1,332
| +4% | +$113K | 0.06% | 158 |
|
|
2022
Q1 | $2.67M | Buy |
32,481
+8,938
| +38% | +$734K | 0.06% | 146 |
|
|
2021
Q4 | $1.85M | Sell |
23,543
-8,970
| -28% | -$704K | 0.05% | 204 |
|
|
2021
Q3 | $2.57M | Buy |
32,513
+4,816
| +17% | +$380K | 0.08% | 134 |
|
|
2021
Q2 | $2.15M | Buy |
27,697
+13,055
| +89% | +$1.02M | 0.06% | 153 |
|
|
2021
Q1 | $1.16M | Buy |
14,642
+14,235
| +3,498% | +$1.13M | 0.04% | 190 |
|
|
2020
Q4 | $30K | Buy |
+407
| New | +$30K | ﹤0.01% | 604 |
|
|
2019
Q1 | – | Sell |
-31
| Closed | -$2K | – | 940 |
|
|
2018
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 474 |
|
|
2017
Q2 | – | Sell |
-28
| Closed | -$1K | – | 618 |
|
|
2017
Q1 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 519 |
|