Plante Moran Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $87.1K | Hold |
1,150
| – | – | 0.01% | 259 |
|
2025
Q1 | $86.3K | Sell |
1,150
-212
| -16% | -$15.9K | 0.01% | 265 |
|
2024
Q4 | $104K | Sell |
1,362
-5
| -0.4% | -$382 | 0.01% | 249 |
|
2024
Q3 | $107K | Buy |
1,367
+5
| +0.4% | +$390 | 0.01% | 274 |
|
2024
Q2 | $97.2K | Sell |
1,362
-149
| -10% | -$10.6K | 0.01% | 248 |
|
2024
Q1 | $123K | Buy |
1,511
+541
| +56% | +$43.9K | 0.01% | 222 |
|
2023
Q4 | $70.9K | Sell |
970
-501
| -34% | -$36.6K | 0.01% | 279 |
|
2023
Q3 | $97.1K | Hold |
1,471
| – | – | 0.01% | 227 |
|
2023
Q2 | $109K | Hold |
1,471
| – | – | 0.01% | 225 |
|
2023
Q1 | $114K | Buy |
1,471
+3
| +0.2% | +$232 | 0.02% | 217 |
|
2022
Q4 | $112K | Sell |
1,468
-13
| -0.9% | -$994 | 0.02% | 217 |
|
2022
Q3 | $105K | Buy |
1,481
+23
| +2% | +$1.63K | 0.02% | 206 |
|
2022
Q2 | $124K | Buy |
1,458
+183
| +14% | +$15.6K | 0.02% | 195 |
|
2022
Q1 | $104K | Sell |
1,275
-261
| -17% | -$21.3K | 0.02% | 226 |
|
2021
Q4 | $121K | Buy |
1,536
+266
| +21% | +$21K | 0.02% | 224 |
|
2021
Q3 | $100K | Buy |
1,270
+4
| +0.3% | +$315 | 0.02% | 272 |
|
2021
Q2 | $98K | Buy |
1,266
+2
| +0.2% | +$155 | 0.02% | 251 |
|
2021
Q1 | $100K | Sell |
1,264
-611
| -33% | -$48.3K | 0.03% | 243 |
|
2020
Q4 | $139K | Buy |
1,875
+33
| +2% | +$2.45K | 0.04% | 209 |
|
2020
Q3 | $115K | Buy |
1,842
+4
| +0.2% | +$250 | 0.04% | 221 |
|
2020
Q2 | $100K | Sell |
1,838
-67
| -4% | -$3.65K | 0.04% | 210 |
|
2020
Q1 | $87K | Sell |
1,905
-388
| -17% | -$17.7K | 0.04% | 203 |
|
2019
Q4 | $196K | Buy |
2,293
+2
| +0.1% | +$171 | 0.07% | 154 |
|
2019
Q3 | $182K | Sell |
2,291
-848
| -27% | -$67.4K | 0.05% | 166 |
|
2019
Q2 | $222K | Buy |
3,139
+40
| +1% | +$2.83K | 0.07% | 132 |
|
2019
Q1 | $207K | Buy |
3,099
+323
| +12% | +$21.6K | 0.06% | 143 |
|
2018
Q4 | $174K | Buy |
2,776
+1,147
| +70% | +$71.9K | 0.06% | 144 |
|
2018
Q3 | $119K | Sell |
1,629
-280
| -15% | -$20.5K | 0.04% | 197 |
|
2018
Q2 | $130K | Sell |
1,909
-240
| -11% | -$16.3K | 0.07% | 201 |
|
2018
Q1 | $129K | Buy |
2,149
+1
| +0% | +$60 | 0.07% | 198 |
|
2017
Q4 | $130K | Buy |
2,148
+2
| +0.1% | +$121 | 0.07% | 186 |
|
2017
Q3 | $116K | Buy |
2,146
+306
| +17% | +$16.5K | 0.07% | 187 |
|
2017
Q2 | $93K | Buy |
1,840
+2
| +0.1% | +$101 | 0.06% | 210 |
|
2017
Q1 | $95K | Sell |
1,838
-172
| -9% | -$8.89K | 0.06% | 211 |
|
2016
Q4 | $111K | Buy |
2,010
+549
| +38% | +$30.3K | 0.07% | 203 |
|
2016
Q3 | $72K | Buy |
1,461
+2
| +0.1% | +$99 | 0.05% | 256 |
|
2016
Q2 | $74K | Buy |
1,459
+168
| +13% | +$8.52K | 0.05% | 232 |
|
2016
Q1 | $60K | Buy |
1,291
+22
| +2% | +$1.02K | 0.05% | 238 |
|
2015
Q4 | $52K | Buy |
1,269
+870
| +218% | +$35.7K | 0.04% | 271 |
|
2015
Q3 | $16K | Sell |
399
-355
| -47% | -$14.2K | 0.01% | 415 |
|
2015
Q2 | $27K | Buy |
754
+2
| +0.3% | +$72 | 0.02% | 388 |
|
2015
Q1 | $28K | Buy |
752
+12
| +2% | +$447 | 0.02% | 361 |
|
2014
Q4 | $29K | Buy |
740
+358
| +94% | +$14K | 0.02% | 359 |
|
2014
Q3 | $14K | Sell |
382
-273
| -42% | -$10K | 0.01% | 475 |
|
2014
Q2 | $25K | Buy |
655
+174
| +36% | +$6.64K | 0.02% | 355 |
|
2014
Q1 | $17K | Buy |
481
+17
| +4% | +$601 | 0.02% | 275 |
|
2013
Q4 | $17K | Buy |
464
+287
| +162% | +$10.5K | 0.01% | 370 |
|
2013
Q3 | $6K | Buy |
177
+77
| +77% | +$2.61K | ﹤0.01% | 463 |
|
2013
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 505 |
|