Sarah T. Connolly’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 |
-11,480
| Closed | -$758K | – | 75 |
|
|
2023
Q3 | $758K | Sell |
11,480
-1,800
| -14% | -$119K | 0.5% | 58 |
|
|
2023
Q2 | $985K | Hold |
13,280
| – | – | 0.6% | 56 |
|
|
2023
Q1 | $1.03M | Hold |
13,280
| – | – | 0.65% | 57 |
|
|
2022
Q4 | $1.02M | Sell |
13,280
-600
| -4% | -$45.9K | 0.69% | 57 |
|
|
2022
Q3 | $981K | Sell |
13,880
-50
| -0.4% | -$3.53K | 0.72% | 51 |
|
|
2022
Q2 | $1.18M | Hold |
13,930
| – | – | 0.8% | 47 |
|
|
2022
Q1 | $1.14M | Hold |
13,930
| – | – | 0.67% | 52 |
|
|
2021
Q4 | $1.09M | Buy |
13,930
+825
| +6% | +$64.8K | 0.61% | 56 |
|
|
2021
Q3 | $1.03M | Hold |
13,105
| – | – | 0.85% | 49 |
|
|
2021
Q2 | $1.02M | Hold |
13,105
| – | – | 0.83% | 49 |
|
|
2021
Q1 | $1.03M | Hold |
13,105
| – | – | 0.92% | 46 |
|
|
2020
Q4 | $973K | Buy |
+13,105
| New | +$973K | 0.89% | 43 |
|