Schechter 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
Q1 | $1.12M | Sell |
14,889
-532
| -3% | -$39.9K | 0.09% | 211 |
|
|
2024
Q4 | $1.18M | Buy |
15,421
+4,866
| +46% | +$372K | 0.09% | 212 |
|
|
2024
Q3 | $824K | Buy |
10,555
+4,888
| +86% | +$382K | 0.06% | 289 |
|
|
2024
Q2 | $405K | Buy |
5,667
+897
| +19% | +$64K | 0.03% | 418 |
|
|
2024
Q1 | $387K | Sell |
4,770
-942
| -16% | -$76.5K | 0.03% | 436 |
|
|
2023
Q4 | $418K | Buy |
5,712
+128
| +2% | +$9.36K | 0.04% | 390 |
|
|
2023
Q3 | $369K | Sell |
5,584
-177
| -3% | -$11.7K | 0.04% | 403 |
|
|
2023
Q2 | $427K | Sell |
5,761
-35
| -0.6% | -$2.6K | 0.04% | 414 |
|
|
2023
Q1 | $448K | Buy |
5,796
+102
| +2% | +$7.88K | 0.04% | 436 |
|
|
2022
Q4 | $435K | Sell |
5,694
-116
| -2% | -$8.87K | 0.04% | 535 |
|
|
2022
Q3 | $411K | Sell |
5,810
-2,095
| -27% | -$148K | 0.04% | 569 |
|
|
2022
Q2 | $670K | Buy |
7,905
+2,252
| +40% | +$191K | 0.07% | 420 |
|
|
2022
Q1 | $461K | Buy |
5,653
+134
| +2% | +$10.9K | 0.04% | 557 |
|
|
2021
Q4 | $434K | Buy |
+5,519
| New | +$434K | 0.04% | 550 |
|