SWK

Stephen W. Kidder’s Sysco SYY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-6,050	Closed	-$475K	–	75
2021 Q3	$475K	Buy	6,050 +200	+3%	+$15.7K	0.15%	54
2021 Q2	$455K	Sell	5,850 -2,000	-25%	-$156K	0.14%	54
2021 Q1	$618K	Buy	7,850 +250	+3%	+$19.7K	0.2%	49
2020 Q4	$565K	Sell	7,600 -2,000	-21%	-$149K	0.19%	51
2020 Q3	$597K	Hold	9,600	–	–	0.21%	51
2020 Q2	$525K	Hold	9,600	–	–	0.2%	51
2020 Q1	$438K	Sell	9,600 -100	-1%	-$4.56K	0.2%	51
2019 Q4	$830K	Sell	9,700 -500	-5%	-$42.8K	0.31%	48
2019 Q3	$810K	Sell	10,200 -100	-1%	-$7.94K	0.32%	48
2019 Q2	$728K	Sell	10,300 -100	-1%	-$7.07K	0.29%	49
2019 Q1	$695K	Sell	10,400 -1,200	-10%	-$80.2K	0.28%	48
2018 Q4	$727K	Sell	11,600 -500	-4%	-$31.3K	0.32%	48
2018 Q3	$887K	Sell	12,100 -1,000	-8%	-$73.3K	0.32%	51
2018 Q2	$894K	Sell	13,100 -3,900	-23%	-$266K	0.34%	50
2018 Q1	$1.02M	Sell	17,000 -700	-4%	-$42K	0.39%	48
2017 Q4	$1.08M	Sell	17,700 -200	-1%	-$12.1K	0.39%	49
2017 Q3	$965K	Sell	17,900 -300	-2%	-$16.2K	0.36%	49
2017 Q2	$916K	Sell	18,200 -1,800	-9%	-$90.6K	0.35%	52
2017 Q1	$1.04M	Sell	20,000 -300	-1%	-$15.6K	0.4%	53
2016 Q4	$1.12M	Hold	20,300	–	–	0.46%	49
2016 Q3	$995K	Hold	20,300	–	–	0.4%	52
2016 Q2	$1.03M	Hold	20,300	–	–	0.41%	54
2016 Q1	$948K	Hold	20,300	–	–	0.38%	56
2015 Q4	$832K	Hold	20,300	–	–	0.36%	58
2015 Q3	$792K	Hold	20,300	–	–	0.4%	52
2015 Q2	$733K	Sell	20,300 -3,750	-16%	-$135K	0.33%	57
2015 Q1	$908K	Sell	24,050 -750	-3%	-$28.3K	0.39%	55
2014 Q4	$985K	Hold	24,800	–	–	0.43%	52
2014 Q3	$941K	Buy	+24,800	New	+$941K	0.43%	51