Pinnacle Wealth Management Advisory Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $532K | Sell |
7,021
-106
| -1% | -$8.03K | 0.04% | 210 |
|
2025
Q1 | $535K | Sell |
7,127
-190
| -3% | -$14.3K | 0.05% | 198 |
|
2024
Q4 | $559K | Sell |
7,317
-1
| -0% | -$76 | 0.05% | 183 |
|
2024
Q3 | $571K | Sell |
7,318
-72
| -1% | -$5.62K | 0.05% | 186 |
|
2024
Q2 | $528K | Buy |
7,390
+25
| +0.3% | +$1.79K | 0.05% | 190 |
|
2024
Q1 | $598K | Buy |
7,365
+53
| +0.7% | +$4.3K | 0.06% | 171 |
|
2023
Q4 | $535K | Buy |
7,312
+445
| +6% | +$32.5K | 0.06% | 173 |
|
2023
Q3 | $454K | Sell |
6,867
-557
| -8% | -$36.8K | 0.06% | 186 |
|
2023
Q2 | $551K | Sell |
7,424
-177
| -2% | -$13.1K | 0.07% | 171 |
|
2023
Q1 | $587K | Buy |
7,601
+1,214
| +19% | +$93.8K | 0.08% | 164 |
|
2022
Q4 | $488K | Sell |
6,387
-402
| -6% | -$30.7K | 0.07% | 173 |
|
2022
Q3 | $480K | Sell |
6,789
-457
| -6% | -$32.3K | 0.08% | 167 |
|
2022
Q2 | $614K | Buy |
7,246
+497
| +7% | +$42.1K | 0.1% | 153 |
|
2022
Q1 | $551K | Hold |
6,749
| – | – | 0.08% | 171 |
|
2021
Q4 | $530K | Buy |
+6,749
| New | +$530K | 0.09% | 170 |
|
2020
Q1 | – | Sell |
-2,686
| Closed | -$230K | – | 195 |
|
2019
Q4 | $230K | Buy |
+2,686
| New | +$230K | 0.09% | 165 |
|