Perpetual Ltd’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
3,300
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $248K | Hold |
3,300
| – | – | ﹤0.01% | 389 |
|
|
2024
Q4 | $252K | Hold |
3,300
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $258K | Hold |
3,300
| – | – | ﹤0.01% | 385 |
|
|
2024
Q2 | $236K | Buy |
+3,300
| New | +$236K | ﹤0.01% | 403 |
|
|
2020
Q3 | $179K | Hold |
2,876
| – | – | 0.01% | 277 |
|
|
2020
Q2 | $157K | Buy |
+2,876
| New | +$157K | 0.01% | 212 |
|
|
2020
Q1 | – | Sell |
-2,876
| Closed | -$246K | – | 247 |
|
|
2019
Q4 | $246K | Hold |
2,876
| – | – | 0.04% | 148 |
|
|
2019
Q3 | $228K | Hold |
2,876
| – | – | 0.04% | 151 |
|
|
2019
Q2 | $203K | Sell |
2,876
-1,800
| -38% | -$127K | 0.03% | 163 |
|
|
2019
Q1 | $312K | Hold |
4,676
| – | – | 0.05% | 134 |
|
|
2018
Q4 | $291K | Hold |
4,676
| – | – | 0.04% | 133 |
|
|
2018
Q3 | $343K | Hold |
4,676
| – | – | 0.05% | 136 |
|
|
2018
Q2 | $320K | Hold |
4,676
| – | – | 0.04% | 132 |
|
|
2018
Q1 | $280K | Hold |
4,676
| – | – | 0.04% | 133 |
|
|
2017
Q4 | $286K | Buy |
4,676
+700
| +18% | +$42.8K | 0.04% | 139 |
|
|
2017
Q3 | $214K | Hold |
3,976
| – | – | 0.03% | 163 |
|
|
2017
Q2 | $200K | Hold |
3,976
| – | – | 0.02% | 251 |
|
|
2017
Q1 | $205K | Buy |
+3,976
| New | +$205K | 0.02% | 183 |
|
|
2016
Q4 | – | Sell |
-4,476
| Closed | -$219K | – | 221 |
|
|
2016
Q3 | $219K | Sell |
4,476
-5,625
| -56% | -$275K | 0.02% | 229 |
|
|
2016
Q2 | $513K | Sell |
10,101
-1,700
| -14% | -$86.3K | 0.05% | 162 |
|
|
2016
Q1 | $551K | Sell |
11,801
-2,000
| -14% | -$93.4K | 0.06% | 155 |
|
|
2015
Q4 | $566K | Buy |
13,801
+1,900
| +16% | +$77.9K | 0.06% | 143 |
|
|
2015
Q3 | $464K | Buy |
11,901
+5,376
| +82% | +$210K | 0.06% | 143 |
|
|
2015
Q2 | $236K | Buy |
+6,525
| New | +$236K | 0.03% | 170 |
|
|
2015
Q1 | – | Sell |
-5,125
| Closed | -$203K | – | 215 |
|
|
2014
Q4 | $203K | Buy |
+5,125
| New | +$203K | 0.02% | 210 |
|
|
2014
Q3 | – | Sell |
-5,776
| Closed | -$216K | – | 221 |
|
|
2014
Q2 | $216K | Buy |
+5,776
| New | +$216K | 0.02% | 208 |
|
|
2014
Q1 | – | Sell |
-5,776
| Closed | -$209K | – | 225 |
|
|
2013
Q4 | $209K | Buy |
+5,776
| New | +$209K | 0.03% | 202 |
|