Shelton Capital Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-2,627
| Closed | -$216K | – | 764 |
|
|
2025
Q3 | $216K | Sell |
2,627
-122
| -4% | -$9.76K | ﹤0.01% | 656 |
|
|
2025
Q2 | $208K | Sell |
2,749
-91
| -3% | -$6.61K | ﹤0.01% | 655 |
|
|
2025
Q1 | $213K | Buy |
2,840
+10
| +0.4% | +$733 | 0.01% | 639 |
|
|
2024
Q4 | $216K | Hold |
2,830
| – | – | 0.01% | 660 |
|
|
2024
Q3 | $221K | Sell |
2,830
-153
| -5% | -$11.5K | 0.01% | 672 |
|
|
2024
Q2 | $213K | Sell |
2,983
-2
| -0.1% | -$149 | 0.01% | 667 |
|
|
2024
Q1 | $242K | Hold |
2,985
| – | – | 0.01% | 626 |
|
|
2023
Q4 | $218K | Sell |
2,985
-233
| -7% | -$16.1K | 0.01% | 656 |
|
|
2023
Q3 | $213K | Hold |
3,218
| – | – | 0.01% | 632 |
|
|
2023
Q2 | $239K | Hold |
3,218
| – | – | 0.01% | 610 |
|
|
2023
Q1 | $249K | Buy |
3,218
+2
| +0.1% | +$153 | 0.01% | 574 |
|
|
2022
Q4 | $246K | Sell |
3,216
-2
| -0.1% | -$162 | 0.03% | 533 |
|
|
2022
Q3 | $228K | Sell |
3,218
-110
| -3% | -$9.16K | 0.01% | 572 |
|
|
2022
Q2 | $282K | Hold |
3,328
| – | – | 0.01% | 502 |
|
|
2022
Q1 | $272K | Hold |
3,328
| – | – | 0.01% | 609 |
|
|
2021
Q4 | $261K | Hold |
3,328
| – | – | 0.01% | 638 |
|
|
2021
Q3 | $261K | Hold |
3,328
| – | – | 0.01% | 628 |
|
|
2021
Q2 | $259K | Sell |
3,328
-3,328
| -50% | -$269K | 0.01% | 653 |
|
|
2021
Q1 | $524K | Buy |
6,656
+3,145
| +90% | +$244K | 0.02% | 372 |
|
|
2020
Q4 | $261K | Sell |
3,511
-200
| -5% | -$13.8K | 0.01% | 555 |
|
|
2020
Q3 | $231K | Sell |
3,711
-53,699
| -94% | -$3.12M | 0.01% | 630 |
|
|
2020
Q2 | $3.14M | Sell |
57,410
-2,949
| -5% | -$155K | 0.18% | 115 |
|
|
2020
Q1 | $2.75M | Buy |
60,359
+23,301
| +63% | +$1.61M | 0.23% | 105 |
|
|
2019
Q4 | $3.17M | Buy |
37,058
+3,400
| +10% | +$275K | 0.18% | 115 |
|
|
2019
Q3 | $2.67M | Buy |
33,658
+29,900
| +796% | +$2.19M | 0.16% | 124 |
|
|
2019
Q2 | $266K | Buy |
3,758
+3,507
| +1,397% | +$250K | 0.02% | 609 |
|
|
2019
Q1 | $3.76K | Sell |
251
-3,507
| -93% | -$228K | 0.01% | 654 |
|
|
2018
Q4 | $235K | Hold |
3,758
| – | – | 0.02% | 608 |
|
|
2018
Q3 | $275K | Hold |
3,758
| – | – | 0.02% | 658 |
|
|
2018
Q2 | $257K | Sell |
3,758
-12,958
| -78% | -$828K | 0.02% | 658 |
|
|
2018
Q1 | $1M | Sell |
16,716
-23,800
| -59% | -$1.44M | 0.07% | 231 |
|
|
2017
Q4 | $2.46M | Buy |
40,516
+35,300
| +677% | +$2M | 0.16% | 131 |
|
|
2017
Q3 | $281K | Sell |
5,216
-600
| -10% | -$31.2K | 0.02% | 596 |
|
|
2017
Q2 | $293K | Sell |
5,816
-554
| -9% | -$29.6K | 0.02% | 587 |
|
|
2017
Q1 | $331K | Sell |
6,370
-3,200
| -33% | -$170K | 0.02% | 525 |
|
|
2016
Q4 | $530K | Buy |
9,570
+660
| +7% | +$34.3K | 0.04% | 345 |
|
|
2016
Q3 | $437K | Sell |
8,910
-1,206
| -12% | -$61.9K | 0.04% | 420 |
|
|
2016
Q2 | $513K | Buy |
10,116
+2,400
| +31% | +$116K | 0.05% | 364 |
|
|
2016
Q1 | $361K | Sell |
7,716
-331
| -4% | -$14.3K | 0.03% | 478 |
|
|
2015
Q4 | $330K | Hold |
8,047
| – | – | 0.03% | 503 |
|
|
2015
Q3 | $314K | Hold |
8,047
| – | – | 0.04% | 515 |
|
|
2015
Q2 | $290K | Hold |
8,047
| – | – | 0.03% | 598 |
|
|
2015
Q1 | $304K | Buy |
+8,047
| New | +$317K | 0.03% | 592 |
|
Other funds holding SYY
