SSW
Smith Shellnut Wilson’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $562K | Sell |
7,423
-307
| -4% | -$23.3K | 0.24% | 65 |
|
|
2025
Q1 | $580K | Sell |
7,730
-47
| -0.6% | -$3.53K | 0.27% | 64 |
|
|
2024
Q4 | $595K | Buy |
7,777
+408
| +6% | +$31.2K | 0.26% | 65 |
|
|
2024
Q3 | $575K | Hold |
7,369
| – | – | 0.26% | 65 |
|
|
2024
Q2 | $526K | Hold |
7,369
| – | – | 0.26% | 65 |
|
|
2024
Q1 | $598K | Sell |
7,369
-134
| -2% | -$10.9K | 0.32% | 56 |
|
|
2023
Q4 | $549K | Sell |
7,503
-1,042
| -12% | -$76.2K | 0.31% | 58 |
|
|
2023
Q3 | $564K | Hold |
8,545
| – | – | 0.35% | 51 |
|
|
2023
Q2 | $634K | Sell |
8,545
-159
| -2% | -$11.8K | 0.36% | 49 |
|
|
2023
Q1 | $672K | Hold |
8,704
| – | – | 0.41% | 45 |
|
|
2022
Q4 | $665K | Buy |
8,704
+9
| +0.1% | +$688 | 0.41% | 48 |
|
|
2022
Q3 | $615K | Buy |
8,695
+217
| +3% | +$15.3K | 0.41% | 47 |
|
|
2022
Q2 | $718K | Sell |
8,478
-293
| -3% | -$24.8K | 0.44% | 41 |
|
|
2022
Q1 | $716K | Buy |
8,771
+5
| +0.1% | +$408 | 0.37% | 50 |
|
|
2021
Q4 | $689K | Buy |
8,766
+124
| +1% | +$9.75K | 0.34% | 55 |
|
|
2021
Q3 | $678K | Buy |
8,642
+59
| +0.7% | +$4.63K | 0.39% | 49 |
|
|
2021
Q2 | $667K | Sell |
8,583
-63
| -0.7% | -$4.9K | 0.39% | 52 |
|
|
2021
Q1 | $681K | Sell |
8,646
-5,549
| -39% | -$437K | 0.42% | 46 |
|
|
2020
Q4 | $1.05M | Buy |
14,195
+969
| +7% | +$72K | 0.63% | 35 |
|
|
2020
Q3 | $823 | Hold |
13,226
| – | – | 0.31% | 44 |
|
|
2020
Q2 | $723K | Sell |
13,226
-115
| -0.9% | -$6.29K | 0.52% | 35 |
|
|
2020
Q1 | $609K | Sell |
13,341
-806
| -6% | -$36.8K | 0.51% | 37 |
|
|
2019
Q4 | $1.21M | Buy |
14,147
+1,118
| +9% | +$95.6K | 0.81% | 31 |
|
|
2019
Q3 | $1.04M | Buy |
13,029
+267
| +2% | +$21.2K | 0.77% | 29 |
|
|
2019
Q2 | $903K | Sell |
12,762
-127
| -1% | -$8.99K | 0.68% | 32 |
|
|
2019
Q1 | $860K | Buy |
12,889
+51
| +0.4% | +$3.4K | 0.68% | 30 |
|
|
2018
Q4 | $804K | Sell |
12,838
-51
| -0.4% | -$3.19K | 0.86% | 24 |
|
|
2018
Q3 | $944K | Buy |
+12,889
| New | +$944K | 0.85% | 23 |
|
|
2018
Q1 | $773K | Sell |
12,889
-451
| -3% | -$27K | 0.66% | 29 |
|
|
2017
Q4 | $810K | Buy |
13,340
+215
| +2% | +$13.1K | 0.69% | 28 |
|
|
2017
Q3 | $708K | Buy |
13,125
+4,546
| +53% | +$245K | 0.62% | 30 |
|
|
2017
Q2 | $435K | Sell |
8,579
-1,443
| -14% | -$73.2K | 0.45% | 44 |
|
|
2017
Q1 | $520K | Buy |
10,022
+746
| +8% | +$38.7K | 0.48% | 40 |
|
|
2016
Q4 | $514K | Buy |
+9,276
| New | +$514K | 0.49% | 39 |
|