Raab & Moskowitz Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,067
| Closed | -$203K | – | 166 |
|
|
2023
Q3 | $203K | Buy |
3,067
+8
| +0.3% | +$528 | 0.07% | 159 |
|
|
2023
Q2 | $227K | Sell |
3,059
-70
| -2% | -$5.19K | 0.08% | 158 |
|
|
2023
Q1 | $242K | Buy |
+3,129
| New | +$242K | 0.09% | 148 |
|
|
2015
Q1 | – | Sell |
-2,140
| Closed | -$85K | – | 336 |
|
|
2014
Q4 | $85K | Sell |
2,140
-24,680
| -92% | -$980K | 0.05% | 153 |
|
|
2014
Q3 | $1.02M | Sell |
26,820
-100
| -0.4% | -$3.8K | 0.49% | 71 |
|
|
2014
Q2 | $1.01M | Hold |
26,920
| – | – | 0.48% | 73 |
|
|
2014
Q1 | $730K | Sell |
26,920
-700
| -3% | -$19K | 0.4% | 83 |
|
|
2013
Q4 | $755K | Buy |
+27,620
| New | +$755K | 0.43% | 81 |
|