SWM
Segment Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Buy |
5,366
+34
| +0.6% | +$2.58K | 0.03% | 219 |
|
|
2025
Q1 | $400K | Buy |
5,332
+33
| +0.6% | +$2.48K | 0.03% | 213 |
|
|
2024
Q4 | $405K | Buy |
5,299
+33
| +0.6% | +$2.52K | 0.03% | 202 |
|
|
2024
Q3 | $411K | Buy |
5,266
+33
| +0.6% | +$2.58K | 0.03% | 201 |
|
|
2024
Q2 | $374K | Sell |
5,233
-54
| -1% | -$3.86K | 0.03% | 201 |
|
|
2024
Q1 | $429K | Sell |
5,287
-568
| -10% | -$46.1K | 0.03% | 188 |
|
|
2023
Q4 | $428K | Buy |
5,855
+40
| +0.7% | +$2.93K | 0.04% | 184 |
|
|
2023
Q3 | $384K | Buy |
5,815
+34
| +0.6% | +$2.25K | 0.04% | 172 |
|
|
2023
Q2 | $429K | Sell |
5,781
-1,467
| -20% | -$109K | 0.04% | 157 |
|
|
2023
Q1 | $560K | Buy |
7,248
+32
| +0.4% | +$2.47K | 0.06% | 137 |
|
|
2022
Q4 | $552K | Buy |
7,216
+29
| +0.4% | +$2.22K | 0.06% | 137 |
|
|
2022
Q3 | $508K | Sell |
7,187
-27
| -0.4% | -$1.91K | 0.06% | 134 |
|
|
2022
Q2 | $611K | Sell |
7,214
-80,858
| -92% | -$6.85M | 0.08% | 123 |
|
|
2022
Q1 | $7.19M | Buy |
88,072
+4,732
| +6% | +$386K | 0.74% | 54 |
|
|
2021
Q4 | $6.55M | Sell |
83,340
-1,210
| -1% | -$95K | 0.69% | 55 |
|
|
2021
Q3 | $6.64M | Sell |
84,550
-30,435
| -26% | -$2.39M | 0.79% | 54 |
|
|
2021
Q2 | $8.94M | Buy |
114,985
+3,112
| +3% | +$242K | 1.06% | 32 |
|
|
2021
Q1 | $8.81M | Buy |
111,873
+1,056
| +1% | +$83.2K | 1.17% | 23 |
|
|
2020
Q4 | $8.23M | Sell |
110,817
-5,257
| -5% | -$390K | 1.19% | 24 |
|
|
2020
Q3 | $7.22M | Buy |
116,074
+9,812
| +9% | +$610K | 1.17% | 26 |
|
|
2020
Q2 | $5.81M | Buy |
106,262
+35,874
| +51% | +$1.96M | 1.07% | 33 |
|
|
2020
Q1 | $3.21M | Buy |
70,388
+11,718
| +20% | +$535K | 0.72% | 51 |
|
|
2019
Q4 | $5.02M | Buy |
58,670
+50,343
| +605% | +$4.31M | 0.85% | 40 |
|
|
2019
Q3 | $661K | Buy |
8,327
+133
| +2% | +$10.6K | 0.13% | 111 |
|
|
2019
Q2 | $579K | Buy |
8,194
+27
| +0.3% | +$1.91K | 0.12% | 120 |
|
|
2019
Q1 | $545K | Buy |
8,167
+529
| +7% | +$35.3K | 0.12% | 123 |
|
|
2018
Q4 | $479K | Sell |
7,638
-1,267
| -14% | -$79.5K | 0.12% | 119 |
|
|
2018
Q3 | $652K | Sell |
8,905
-155
| -2% | -$11.3K | 0.14% | 114 |
|
|
2018
Q2 | $618K | Sell |
9,060
-146
| -2% | -$9.96K | 0.15% | 115 |
|
|
2018
Q1 | $552K | Buy |
9,206
+26
| +0.3% | +$1.56K | 0.14% | 116 |
|
|
2017
Q4 | $558K | Buy |
9,180
+19
| +0.2% | +$1.16K | 0.13% | 120 |
|
|
2017
Q3 | $494K | Buy |
9,161
+2,004
| +28% | +$108K | 0.13% | 125 |
|
|
2017
Q2 | $360K | Buy |
7,157
+1,302
| +22% | +$65.5K | 0.1% | 144 |
|
|
2017
Q1 | $304K | Buy |
5,855
+784
| +15% | +$40.7K | 0.1% | 137 |
|
|
2016
Q4 | $281K | Buy |
5,071
+24
| +0.5% | +$1.33K | 0.1% | 132 |
|
|
2016
Q3 | $247K | Buy |
5,047
+23
| +0.5% | +$1.13K | 0.1% | 134 |
|
|
2016
Q2 | $255K | Buy |
5,024
+650
| +15% | +$33K | 0.11% | 122 |
|
|
2016
Q1 | $204K | Buy |
+4,374
| New | +$204K | 0.08% | 145 |
|