Prio Wealth Limited Partnership’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.05M | Sell |
26,300
-141
| -0.5% | -$10.6K | 0.06% | 113 |
|
|
2024
Q2 | $1.89M | Sell |
26,441
-3,114
| -11% | -$233K | 0.06% | 116 |
|
|
2024
Q1 | $2.4M | Buy |
29,555
+2,506
| +9% | +$197K | 0.07% | 111 |
|
|
2023
Q4 | $1.98M | Hold |
27,049
| – | – | 0.07% | 113 |
|
|
2023
Q3 | $1.79M | Sell |
27,049
-1,030
| -4% | -$74K | 0.07% | 111 |
|
|
2023
Q2 | $2.08M | Sell |
28,079
-240
| -0.8% | -$17.7K | 0.07% | 110 |
|
|
2023
Q1 | $2.19M | Sell |
28,319
-10,966
| -28% | -$842K | 0.08% | 109 |
|
|
2022
Q4 | $3M | Sell |
39,285
-25
| -0.1% | -$2.02K | 0.12% | 101 |
|
|
2022
Q3 | $2.78M | Hold |
39,310
| – | – | 0.12% | 97 |
|
|
2022
Q2 | $3.33M | Sell |
39,310
-10
| -0% | -$838 | 0.13% | 93 |
|
|
2022
Q1 | $3.21M | Sell |
39,320
-600
| -2% | -$48.5K | 0.11% | 100 |
|
|
2021
Q4 | $3.14M | Hold |
39,920
| – | – | 0.1% | 106 |
|
|
2021
Q3 | $3.13M | Buy |
39,920
+552
| +1% | +$42.1K | 0.11% | 104 |
|
|
2021
Q2 | $3.06M | Sell |
39,368
-850
| -2% | -$68.6K | 0.1% | 100 |
|
|
2021
Q1 | $3.17M | Sell |
40,218
-300
| -0.7% | -$23.3K | 0.11% | 94 |
|
|
2020
Q4 | $3.01M | Buy |
40,518
+900
| +2% | +$61.9K | 0.11% | 96 |
|
|
2020
Q3 | $2.46M | Hold |
39,618
| – | – | 0.1% | 97 |
|
|
2020
Q2 | $2.17M | Sell |
39,618
-3,214
| -8% | -$169K | 0.1% | 101 |
|
|
2020
Q1 | $1.95M | Sell |
42,832
-585
| -1% | -$40.5K | 0.11% | 101 |
|
|
2019
Q4 | $3.71M | Hold |
43,417
| – | – | 0.16% | 87 |
|
|
2019
Q3 | $3.45M | Buy |
43,417
+55
| +0.1% | +$4.04K | 0.16% | 93 |
|
|
2019
Q2 | $3.07M | Hold |
43,362
| – | – | 0.14% | 100 |
|
|
2019
Q1 | $2.89M | Sell |
43,362
-200
| -0.5% | -$13K | 0.14% | 100 |
|
|
2018
Q4 | $2.73M | Sell |
43,562
-3
| -0% | -$202 | 0.15% | 100 |
|
|
2018
Q3 | $3.19M | Sell |
43,565
-247
| -0.6% | -$17.8K | 0.15% | 100 |
|
|
2018
Q2 | $2.99M | Buy |
43,812
+120
| +0.3% | +$7.67K | 0.15% | 100 |
|
|
2018
Q1 | $2.62M | Sell |
43,692
-1,875
| -4% | -$114K | 0.13% | 106 |
|
|
2017
Q4 | $2.77M | Hold |
45,567
| – | – | 0.13% | 106 |
|
|
2017
Q3 | $2.46M | Sell |
45,567
-3,250
| -7% | -$169K | 0.12% | 106 |
|
|
2017
Q2 | $2.46M | Buy |
48,817
+1,736
| +4% | +$92.7K | 0.12% | 107 |
|
|
2017
Q1 | $2.44M | Sell |
47,081
-700
| -1% | -$37.1K | 0.13% | 107 |
|
|
2016
Q4 | $2.65M | Sell |
47,781
-300
| -0.6% | -$15.6K | 0.14% | 103 |
|
|
2016
Q3 | $2.36M | Buy |
48,081
+700
| +1% | +$36K | 0.13% | 106 |
|
|
2016
Q2 | $2.4M | Sell |
47,381
-1,114
| -2% | -$53.9K | 0.13% | 105 |
|
|
2016
Q1 | $2.27M | Sell |
48,495
-508
| -1% | -$21.9K | 0.12% | 113 |
|
|
2015
Q4 | $2.01M | Hold |
49,003
| – | – | 0.11% | 116 |
|
|
2015
Q3 | $1.91M | Sell |
49,003
-725
| -1% | -$27.7K | 0.11% | 115 |
|
|
2015
Q2 | $1.79M | Buy |
49,728
+205
| +0.4% | +$7.67K | 0.09% | 126 |
|
|
2015
Q1 | $1.87M | Buy |
49,523
+545
| +1% | +$21.5K | 0.09% | 121 |
|
|
2014
Q4 | $1.94M | Sell |
48,978
-5,100
| -9% | -$198K | 0.1% | 120 |
|
|
2014
Q3 | $2.05M | Sell |
54,078
-2,000
| -4% | -$74.7K | 0.11% | 117 |
|
|
2014
Q2 | $2.1M | Sell |
56,078
-550
| -1% | -$20.2K | 0.11% | 118 |
|
|
2014
Q1 | $2.04M | Sell |
56,628
-1,400
| -2% | -$50.3K | 0.1% | 122 |
|
|
2013
Q4 | $2.09M | Sell |
58,028
-123
| -0.2% | -$4.16K | 0.11% | 125 |
|
|
2013
Q3 | $1.85M | Buy |
58,151
+4,323
| +8% | +$145K | 0.1% | 124 |
|
|
2013
Q2 | $1.84M | Buy |
+53,828
| New | +$1.85M | 0.11% | 122 |
|
Other funds holding SYY
