Strategic Wealth Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
+5,500
| New | +$417K | 0.03% | 233 |
|
|
2024
Q4 | $7.38M | Buy |
102,729
+26,188
| +34% | +$1.88M | 0.61% | 60 |
|
|
2024
Q3 | $5.97M | Buy |
76,541
+15,708
| +26% | +$1.23M | 0.57% | 58 |
|
|
2024
Q2 | $4.34M | Buy |
60,833
+1,787
| +3% | +$128K | 0.45% | 75 |
|
|
2024
Q1 | $4.79M | Buy |
59,046
+3,147
| +6% | +$255K | 0.53% | 65 |
|
|
2023
Q4 | $4.09M | Buy |
55,899
+15,681
| +39% | +$1.15M | 0.5% | 70 |
|
|
2023
Q3 | $2.66M | Buy |
40,218
+11,150
| +38% | +$736K | 0.35% | 84 |
|
|
2023
Q2 | $2.16M | Buy |
29,068
+779
| +3% | +$57.8K | 0.28% | 107 |
|
|
2023
Q1 | $2.18M | Buy |
28,289
+2,736
| +11% | +$211K | 0.34% | 86 |
|
|
2022
Q4 | $1.95M | Buy |
25,553
+3,824
| +18% | +$292K | 0.36% | 83 |
|
|
2022
Q3 | $1.54M | Buy |
21,729
+1,357
| +7% | +$96K | 0.33% | 101 |
|
|
2022
Q2 | $1.73M | Buy |
20,372
+2,338
| +13% | +$198K | 0.37% | 88 |
|
|
2022
Q1 | $1.47M | Buy |
18,034
+3,611
| +25% | +$295K | 0.29% | 107 |
|
|
2021
Q4 | $1.13M | Buy |
14,423
+2,957
| +26% | +$232K | 0.21% | 133 |
|
|
2021
Q3 | $900K | Buy |
11,466
+2,727
| +31% | +$214K | 0.26% | 104 |
|
|
2021
Q2 | $679K | Sell |
8,739
-320
| -4% | -$24.9K | 0.22% | 117 |
|
|
2021
Q1 | $713K | Sell |
9,059
-616
| -6% | -$48.5K | 0.28% | 91 |
|
|
2020
Q4 | $718K | Sell |
9,675
-238
| -2% | -$17.7K | 0.3% | 86 |
|
|
2020
Q3 | $617K | Buy |
+9,913
| New | +$617K | 0.31% | 77 |
|
|
2019
Q4 | – | Sell |
-3,020
| Closed | -$63.7K | – | 455 |
|
|
2019
Q3 | $63.7K | Sell |
3,020
-364
| -11% | -$7.68K | 0.33% | 77 |
|
|
2019
Q2 | $239K | Sell |
3,384
-589
| -15% | -$41.6K | 0.12% | 125 |
|
|
2019
Q1 | $266K | Buy |
3,973
+1,042
| +36% | +$69.8K | 0.12% | 126 |
|
|
2018
Q4 | $186K | Buy |
2,931
+310
| +12% | +$19.7K | 0.09% | 137 |
|
|
2018
Q3 | $192K | Buy |
2,621
+386
| +17% | +$28.3K | 0.1% | 134 |
|
|
2018
Q2 | $153K | Sell |
2,235
-13,261
| -86% | -$908K | 0.09% | 160 |
|
|
2018
Q1 | $929K | Buy |
15,496
+4,282
| +38% | +$257K | 0.48% | 72 |
|
|
2017
Q4 | $606K | Buy |
+11,214
| New | +$606K | 0.34% | 103 |
|