Richwood Investment 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 | $247K | Hold |
3,266
| – | – | 0.2% | 90 |
|
|
2025
Q1 | $245K | Sell |
3,266
-56
| -2% | -$4.2K | 0.21% | 92 |
|
|
2024
Q4 | $254K | Hold |
3,322
| – | – | 0.21% | 91 |
|
|
2024
Q3 | $259K | Sell |
3,322
-450
| -12% | -$35.1K | 0.21% | 92 |
|
|
2024
Q2 | $269K | Sell |
3,772
-125
| -3% | -$8.92K | 0.24% | 87 |
|
|
2024
Q1 | $316K | Hold |
3,897
| – | – | 0.28% | 81 |
|
|
2023
Q4 | $285K | Sell |
3,897
-300
| -7% | -$21.9K | 0.27% | 85 |
|
|
2023
Q3 | $277K | Hold |
4,197
| – | – | 0.28% | 84 |
|
|
2023
Q2 | $311K | Sell |
4,197
-1,299
| -24% | -$96.4K | 0.3% | 80 |
|
|
2023
Q1 | $424K | Buy |
5,496
+1,450
| +36% | +$112K | 0.42% | 67 |
|
|
2022
Q4 | $309K | Sell |
4,046
-90
| -2% | -$6.88K | 0.31% | 85 |
|
|
2022
Q3 | $292K | Hold |
4,136
| – | – | 0.32% | 83 |
|
|
2022
Q2 | $350K | Hold |
4,136
| – | – | 0.35% | 80 |
|
|
2022
Q1 | $338K | Buy |
4,136
+1,300
| +46% | +$106K | 0.3% | 87 |
|
|
2021
Q4 | $223K | Buy |
+2,836
| New | +$223K | 0.2% | 101 |
|