SWM
Stockman Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.78M | Buy |
115,875
+4,689
| +4% | +$355K | 1.19% | 35 |
|
|
2025
Q1 | $8.34M | Buy |
111,186
+10,534
| +10% | +$790K | 1.24% | 33 |
|
|
2024
Q4 | $7.7M | Buy |
100,652
+4,190
| +4% | +$320K | 1.2% | 29 |
|
|
2024
Q3 | $7.53M | Buy |
96,462
+6,290
| +7% | +$491K | 1.17% | 33 |
|
|
2024
Q2 | $6.44M | Buy |
90,172
+5,531
| +7% | +$395K | 1.13% | 34 |
|
|
2024
Q1 | $6.87M | Buy |
84,641
+1,902
| +2% | +$154K | 1.21% | 34 |
|
|
2023
Q4 | $6.05M | Buy |
82,739
+3,129
| +4% | +$229K | 1.21% | 33 |
|
|
2023
Q3 | $5.26M | Buy |
79,610
+1,763
| +2% | +$116K | 1.16% | 33 |
|
|
2023
Q2 | $5.78M | Buy |
77,847
+4,283
| +6% | +$318K | 1.24% | 33 |
|
|
2023
Q1 | $5.68M | Buy |
73,564
+2,952
| +4% | +$228K | 1.27% | 31 |
|
|
2022
Q4 | $5.4M | Sell |
70,612
-950
| -1% | -$72.6K | 1.24% | 31 |
|
|
2022
Q3 | $5.06M | Buy |
71,562
+3,742
| +6% | +$265K | 1.37% | 29 |
|
|
2022
Q2 | $5.75M | Buy |
67,820
+772
| +1% | +$65.4K | 1.47% | 28 |
|
|
2022
Q1 | $5.48M | Buy |
67,048
+3,028
| +5% | +$247K | 1.14% | 33 |
|
|
2021
Q4 | $5.03M | Buy |
64,020
+2,026
| +3% | +$159K | 1.03% | 38 |
|
|
2021
Q3 | $4.87M | Buy |
61,994
+1,815
| +3% | +$142K | 1.08% | 36 |
|
|
2021
Q2 | $4.68M | Sell |
60,179
-22,629
| -27% | -$1.76M | 1.12% | 33 |
|
|
2021
Q1 | $6.52M | Sell |
82,808
-3,981
| -5% | -$313K | 1.82% | 16 |
|
|
2020
Q4 | $6.45M | Sell |
86,789
-4,678
| -5% | -$347K | 1.98% | 10 |
|
|
2020
Q3 | $5.69M | Sell |
91,467
-2,991
| -3% | -$186K | 2.07% | 11 |
|
|
2020
Q2 | $5.16M | Buy |
94,458
+954
| +1% | +$52.1K | 1.93% | 13 |
|
|
2020
Q1 | $4.27M | Buy |
+93,504
| New | +$4.27M | 1.89% | 15 |
|
|
2017
Q1 | – | Sell |
-51,334
| Closed | -$2.84M | – | 140 |
|
|
2016
Q4 | $2.84M | Sell |
51,334
-3,160
| -6% | -$175K | 1.73% | 20 |
|
|
2016
Q3 | $2.67M | Sell |
54,494
-1,084
| -2% | -$53.1K | 1.65% | 19 |
|
|
2016
Q2 | $2.82M | Sell |
55,578
-1,927
| -3% | -$97.8K | 2.21% | 17 |
|
|
2016
Q1 | $2.69M | Buy |
57,505
+1,114
| +2% | +$52.1K | 2.13% | 16 |
|
|
2015
Q4 | $2.31M | Buy |
56,391
+676
| +1% | +$27.7K | 1.87% | 16 |
|
|
2015
Q3 | $2.17M | Buy |
55,715
+2,102
| +4% | +$81.9K | 1.87% | 17 |
|
|
2015
Q2 | $1.94M | Buy |
53,613
+10,696
| +25% | +$386K | 1.65% | 21 |
|
|
2015
Q1 | $1.62M | Sell |
42,917
-844
| -2% | -$31.8K | 1.38% | 30 |
|
|
2014
Q4 | $1.74M | Buy |
+43,761
| New | +$1.74M | 1.48% | 28 |
|