Simon Quick 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 | $383K | Buy |
5,063
+1,011
| +25% | +$76.6K | 0.02% | 520 |
|
|
2025
Q1 | $304K | Sell |
4,052
-1,003
| -20% | -$75.3K | 0.02% | 441 |
|
|
2024
Q4 | $387K | Buy |
5,055
+1,170
| +30% | +$89.5K | 0.02% | 301 |
|
|
2024
Q3 | $303K | Sell |
3,885
-23
| -0.6% | -$1.8K | 0.02% | 325 |
|
|
2024
Q2 | $279K | Buy |
3,908
+361
| +10% | +$25.8K | 0.02% | 298 |
|
|
2024
Q1 | $288K | Buy |
3,547
+228
| +7% | +$18.5K | 0.02% | 309 |
|
|
2023
Q4 | $243K | Sell |
3,319
-4
| -0.1% | -$293 | 0.02% | 276 |
|
|
2023
Q3 | $219K | Buy |
3,323
+109
| +3% | +$7.2K | 0.02% | 289 |
|
|
2023
Q2 | $238K | Sell |
3,214
-50
| -2% | -$3.71K | 0.02% | 248 |
|
|
2023
Q1 | $252K | Buy |
3,264
+191
| +6% | +$14.8K | 0.03% | 233 |
|
|
2022
Q4 | $235K | Buy |
3,073
+204
| +7% | +$15.6K | 0.03% | 208 |
|
|
2022
Q3 | $203K | Buy |
2,869
+25
| +0.9% | +$1.77K | 0.03% | 185 |
|
|
2022
Q2 | $245K | Buy |
+2,844
| New | +$245K | 0.03% | 153 |
|
|
2020
Q1 | – | Sell |
-57
| Closed | -$5K | – | 690 |
|
|
2019
Q4 | $5K | Buy |
+57
| New | +$5K | ﹤0.01% | 496 |
|
|
2019
Q3 | – | Sell |
-20
| Closed | -$1.41K | – | 512 |
|
|
2019
Q2 | $1.41K | Buy |
+20
| New | +$1.41K | ﹤0.01% | 394 |
|
|
2017
Q2 | – | Sell |
-2,844
| Closed | -$148K | – | 367 |
|
|
2017
Q1 | $148K | Hold |
2,844
| – | – | 0.09% | 100 |
|
|
2016
Q4 | $157K | Buy |
+2,844
| New | +$157K | 0.12% | 97 |
|