Plancorp LLC’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $421K | Buy |
5,558
+1,617
| +41% | +$122K | 0.01% | 250 |
|
2025
Q1 | $296K | Buy |
+3,941
| New | +$296K | 0.01% | 283 |
|
2020
Q1 | – | Sell |
-2,341
| Closed | -$200K | – | 191 |
|
2019
Q4 | $200K | Buy |
+2,341
| New | +$200K | 0.06% | 188 |
|
2018
Q3 | – | Sell |
-5,140
| Closed | -$351K | – | 179 |
|
2018
Q2 | $351K | Buy |
5,140
+1
| +0% | +$68 | 0.14% | 116 |
|
2018
Q1 | $308K | Buy |
5,139
+1
| +0% | +$60 | 0.1% | 122 |
|
2017
Q4 | $311K | Sell |
5,138
-5
| -0.1% | -$303 | 0.1% | 127 |
|
2017
Q3 | $277K | Sell |
5,143
-7
| -0.1% | -$377 | 0.08% | 134 |
|
2017
Q2 | $258K | Buy |
5,150
+1
| +0% | +$50 | 0.08% | 137 |
|
2017
Q1 | $267K | Buy |
5,149
+1
| +0% | +$52 | 0.08% | 138 |
|
2016
Q4 | $285K | Buy |
+5,148
| New | +$285K | 0.08% | 130 |
|
2014
Q2 | – | Sell |
-5,684
| Closed | -$205K | – | 110 |
|
2014
Q1 | $205K | Buy |
+5,684
| New | +$205K | 0.14% | 109 |
|