Smith Salley Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,266
| Closed | -$312K | – | 251 |
|
|
2023
Q4 | $312K | Sell |
4,266
-396
| -8% | -$29K | 0.02% | 209 |
|
|
2023
Q3 | $308K | Buy |
4,662
+49
| +1% | +$3.24K | 0.02% | 196 |
|
|
2023
Q2 | $342K | Buy |
4,613
+324
| +8% | +$24K | 0.03% | 187 |
|
|
2023
Q1 | $331K | Sell |
4,289
-488
| -10% | -$37.7K | 0.03% | 191 |
|
|
2022
Q4 | $365K | Sell |
4,777
-31
| -0.6% | -$2.37K | 0.03% | 182 |
|
|
2022
Q3 | $340K | Buy |
4,808
+12
| +0.3% | +$849 | 0.03% | 184 |
|
|
2022
Q2 | $407K | Buy |
4,796
+370
| +8% | +$31.4K | 0.04% | 180 |
|
|
2022
Q1 | $362K | Sell |
4,426
-112
| -2% | -$9.16K | 0.03% | 195 |
|
|
2021
Q4 | $357K | Buy |
4,538
+30
| +0.7% | +$2.36K | 0.03% | 201 |
|
|
2021
Q3 | $354K | Buy |
4,508
+222
| +5% | +$17.4K | 0.03% | 201 |
|
|
2021
Q2 | $334K | Sell |
4,286
-186
| -4% | -$14.5K | 0.03% | 212 |
|
|
2021
Q1 | $352K | Buy |
4,472
+76
| +2% | +$5.98K | 0.03% | 199 |
|
|
2020
Q4 | $326K | Buy |
4,396
+31
| +0.7% | +$2.3K | 0.03% | 185 |
|
|
2020
Q3 | $272K | Sell |
4,365
-25
| -0.6% | -$1.56K | 0.03% | 170 |
|
|
2020
Q2 | $241K | Sell |
4,390
-830
| -16% | -$45.6K | 0.03% | 174 |
|
|
2020
Q1 | $239K | Hold |
5,220
| – | – | 0.04% | 161 |
|
|
2019
Q4 | $447K | Hold |
5,220
| – | – | 0.06% | 135 |
|
|
2019
Q3 | $415K | Sell |
5,220
-172
| -3% | -$13.7K | 0.06% | 136 |
|
|
2019
Q2 | $382K | Sell |
5,392
-100
| -2% | -$7.09K | 0.06% | 142 |
|
|
2019
Q1 | $367K | Sell |
5,492
-534
| -9% | -$35.7K | 0.06% | 138 |
|
|
2018
Q4 | $377K | Sell |
6,026
-794
| -12% | -$49.7K | 0.07% | 125 |
|
|
2018
Q3 | $499K | Sell |
6,820
-401
| -6% | -$29.3K | 0.08% | 120 |
|
|
2018
Q2 | $493K | Sell |
7,221
-501
| -6% | -$34.2K | 0.08% | 117 |
|
|
2018
Q1 | $463K | Sell |
7,722
-800
| -9% | -$48K | 0.08% | 115 |
|
|
2017
Q4 | $517K | Sell |
8,522
-1,085
| -11% | -$65.8K | 0.09% | 116 |
|
|
2017
Q3 | $518K | Sell |
9,607
-550
| -5% | -$29.7K | 0.1% | 115 |
|
|
2017
Q2 | $512K | Sell |
10,157
-1,490
| -13% | -$75.1K | 0.1% | 113 |
|
|
2017
Q1 | $605K | Sell |
11,647
-1,036
| -8% | -$53.8K | 0.12% | 105 |
|
|
2016
Q4 | $702K | Sell |
12,683
-166
| -1% | -$9.19K | 0.15% | 102 |
|
|
2016
Q3 | $629K | Sell |
12,849
-48,696
| -79% | -$2.38M | 0.14% | 103 |
|
|
2016
Q2 | $3.12M | Buy |
61,545
+8,569
| +16% | +$435K | 0.73% | 49 |
|
|
2016
Q1 | $2.48M | Sell |
52,976
-530
| -1% | -$24.8K | 0.62% | 56 |
|
|
2015
Q4 | $2.19M | Sell |
53,506
-3,663
| -6% | -$150K | 0.55% | 61 |
|
|
2015
Q3 | $2.23M | Sell |
57,169
-814
| -1% | -$31.7K | 0.6% | 53 |
|
|
2015
Q2 | $2.09M | Buy |
57,983
+1,492
| +3% | +$53.9K | 0.53% | 61 |
|
|
2015
Q1 | $2.13M | Buy |
56,491
+1,425
| +3% | +$53.8K | 0.54% | 61 |
|
|
2014
Q4 | $2.19M | Sell |
55,066
-2,868
| -5% | -$114K | 0.57% | 55 |
|
|
2014
Q3 | $2.2M | Buy |
57,934
+1,092
| +2% | +$41.4K | 0.58% | 53 |
|
|
2014
Q2 | $2.13M | Buy |
56,842
+43,191
| +316% | +$1.62M | 0.57% | 65 |
|
|
2014
Q1 | $493K | Buy |
13,651
+4,896
| +56% | +$177K | 0.31% | 71 |
|
|
2013
Q4 | $316K | Buy |
+8,755
| New | +$316K | 0.21% | 80 |
|