Sage Mountain 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 | $265K | Buy |
3,502
+693
| +25% | +$52.5K | 0.02% | 358 |
|
|
2025
Q1 | $211K | Sell |
2,809
-660
| -19% | -$49.5K | 0.02% | 368 |
|
|
2024
Q4 | $265K | Buy |
+3,469
| New | +$265K | 0.02% | 326 |
|
|
2024
Q2 | – | Sell |
-2,499
| Closed | -$203K | – | 447 |
|
|
2024
Q1 | $203K | Buy |
+2,499
| New | +$203K | 0.02% | 318 |
|
|
2023
Q3 | – | Sell |
-3,142
| Closed | -$233K | – | 382 |
|
|
2023
Q2 | $233K | Buy |
3,142
+390
| +14% | +$28.9K | 0.03% | 221 |
|
|
2023
Q1 | $213K | Buy |
+2,752
| New | +$213K | 0.03% | 222 |
|
|
2022
Q3 | – | Sell |
-2,642
| Closed | -$224K | – | 402 |
|
|
2022
Q2 | $224K | Buy |
2,642
+145
| +6% | +$12.3K | 0.04% | 407 |
|
|
2022
Q1 | $204K | Sell |
2,497
-2,118
| -46% | -$173K | 0.03% | 461 |
|
|
2021
Q4 | $363K | Buy |
4,615
+77
| +2% | +$6.06K | 0.04% | 395 |
|
|
2021
Q3 | $356K | Buy |
4,538
+5
| +0.1% | +$392 | 0.05% | 324 |
|
|
2021
Q2 | $352K | Buy |
+4,533
| New | +$352K | 0.06% | 289 |
|