Rothschild Investment 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 | $492K | Buy |
6,502
+91
| +1% | +$6.89K | 0.03% | 343 |
|
|
2025
Q1 | $481K | Sell |
6,411
-31
| -0.5% | -$2.33K | 0.03% | 341 |
|
|
2024
Q4 | $493K | Sell |
6,442
-26
| -0.4% | -$1.99K | 0.03% | 342 |
|
|
2024
Q3 | $505K | Sell |
6,468
-73,170
| -92% | -$5.71M | 0.03% | 342 |
|
|
2024
Q2 | $5.69M | Sell |
79,638
-2,137
| -3% | -$153K | 0.4% | 65 |
|
|
2024
Q1 | $6.64M | Sell |
81,775
-5,751
| -7% | -$467K | 0.48% | 59 |
|
|
2023
Q4 | $6.4M | Sell |
87,526
-1,855
| -2% | -$136K | 0.54% | 51 |
|
|
2023
Q3 | $5.9M | Sell |
89,381
-2,914
| -3% | -$192K | 0.5% | 58 |
|
|
2023
Q2 | $6.85M | Sell |
92,295
-2,110
| -2% | -$157K | 0.57% | 47 |
|
|
2023
Q1 | $7.29M | Sell |
94,405
-825
| -0.9% | -$63.7K | 0.64% | 43 |
|
|
2022
Q4 | $7.28M | Sell |
95,230
-1,205
| -1% | -$92.1K | 0.67% | 42 |
|
|
2022
Q3 | $6.82M | Sell |
96,435
-7,375
| -7% | -$521K | 0.67% | 41 |
|
|
2022
Q2 | $8.79M | Sell |
103,810
-23,552
| -18% | -$2M | 0.81% | 32 |
|
|
2022
Q1 | $10.4M | Sell |
127,362
-40
| -0% | -$3.27K | 0.82% | 34 |
|
|
2021
Q4 | $10M | Sell |
127,402
-1,445
| -1% | -$114K | 0.78% | 33 |
|
|
2021
Q3 | $10.1M | Sell |
128,847
-960
| -0.7% | -$75.4K | 0.85% | 31 |
|
|
2021
Q2 | $10.1M | Sell |
129,807
-9,429
| -7% | -$733K | 0.8% | 31 |
|
|
2021
Q1 | $11M | Sell |
139,236
-605
| -0.4% | -$47.6K | 0.95% | 21 |
|
|
2020
Q4 | $10.4M | Buy |
139,841
+4,530
| +3% | +$336K | 1% | 21 |
|
|
2020
Q3 | $8.42M | Buy |
135,311
+17,410
| +15% | +$1.08M | 0.92% | 25 |
|
|
2020
Q2 | $6.44M | Buy |
117,901
+31,045
| +36% | +$1.7M | 0.78% | 36 |
|
|
2020
Q1 | $3.96M | Buy |
86,856
+74,270
| +590% | +$3.39M | 0.52% | 55 |
|
|
2019
Q4 | $1.08M | Sell |
12,586
-600
| -5% | -$51.3K | 0.11% | 185 |
|
|
2019
Q3 | $1.05M | Hold |
13,186
| – | – | 0.12% | 163 |
|
|
2019
Q2 | $933K | Hold |
13,186
| – | – | 0.11% | 181 |
|
|
2019
Q1 | $880K | Sell |
13,186
-300
| -2% | -$20K | 0.1% | 185 |
|
|
2018
Q4 | $845K | Sell |
13,486
-40
| -0.3% | -$2.51K | 0.11% | 166 |
|
|
2018
Q3 | $991K | Sell |
13,526
-50
| -0.4% | -$3.66K | 0.12% | 163 |
|
|
2018
Q2 | $927K | Sell |
13,576
-150
| -1% | -$10.2K | 0.12% | 170 |
|
|
2018
Q1 | $823K | Hold |
13,726
| – | – | 0.11% | 184 |
|
|
2017
Q4 | $834K | Hold |
13,726
| – | – | 0.09% | 211 |
|
|
2017
Q3 | $741K | Hold |
13,726
| – | – | 0.08% | 223 |
|
|
2017
Q2 | $691K | Sell |
13,726
-600
| -4% | -$30.2K | 0.08% | 239 |
|
|
2017
Q1 | $744K | Sell |
14,326
-254
| -2% | -$13.2K | 0.09% | 223 |
|
|
2016
Q4 | $807K | Sell |
14,580
-81
| -0.6% | -$4.48K | 0.1% | 212 |
|
|
2016
Q3 | $719K | Sell |
14,661
-269
| -2% | -$13.2K | 0.09% | 214 |
|
|
2016
Q2 | $758K | Sell |
14,930
-2,490
| -14% | -$126K | 0.1% | 208 |
|
|
2016
Q1 | $814K | Sell |
17,420
-250
| -1% | -$11.7K | 0.1% | 206 |
|
|
2015
Q4 | $724K | Sell |
17,670
-650
| -4% | -$26.6K | 0.09% | 227 |
|
|
2015
Q3 | $714K | Sell |
18,320
-76,315
| -81% | -$2.97M | 0.09% | 223 |
|
|
2015
Q2 | $3.42M | Sell |
94,635
-240
| -0.3% | -$8.66K | 0.4% | 65 |
|
|
2015
Q1 | $3.58M | Sell |
94,875
-6,350
| -6% | -$240K | 0.42% | 66 |
|
|
2014
Q4 | $4.02M | Sell |
101,225
-1,190
| -1% | -$47.2K | 0.48% | 53 |
|
|
2014
Q3 | $3.89M | Sell |
102,415
-700
| -0.7% | -$26.6K | 0.47% | 52 |
|
|
2014
Q2 | $3.86M | Buy |
103,115
+870
| +0.9% | +$32.6K | 0.49% | 56 |
|
|
2014
Q1 | $3.69M | Buy |
102,245
+75,295
| +279% | +$2.72M | 0.5% | 56 |
|
|
2013
Q4 | $973K | Buy |
26,950
+8,290
| +44% | +$299K | 0.13% | 161 |
|
|
2013
Q3 | $594K | Sell |
18,660
-540
| -3% | -$17.2K | 0.09% | 219 |
|
|
2013
Q2 | $656K | Buy |
+19,200
| New | +$656K | 0.11% | 186 |
|