Sugarloaf 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
Q4 | $26.8K | Hold |
350
| – | – | 0.01% | 371 |
|
|
2024
Q3 | $27.3K | Hold |
350
| – | – | 0.01% | 371 |
|
|
2024
Q2 | $25K | Hold |
350
| – | – | 0.01% | 366 |
|
|
2024
Q1 | $28.4K | Hold |
350
| – | – | 0.01% | 360 |
|
|
2023
Q4 | $25.6K | Hold |
350
| – | – | 0.01% | 359 |
|
|
2023
Q3 | $23.1K | Hold |
350
| – | – | 0.01% | 368 |
|
|
2023
Q2 | $26K | Hold |
350
| – | – | 0.01% | 359 |
|
|
2023
Q1 | $27K | Hold |
350
| – | – | 0.01% | 359 |
|
|
2022
Q4 | $26.8K | Hold |
350
| – | – | 0.01% | 370 |
|
|
2022
Q3 | $25K | Hold |
350
| – | – | 0.01% | 389 |
|
|
2022
Q2 | $30K | Hold |
350
| – | – | 0.01% | 351 |
|
|
2022
Q1 | $29K | Hold |
350
| – | – | 0.01% | 350 |
|
|
2021
Q4 | $27K | Hold |
350
| – | – | 0.01% | 381 |
|
|
2021
Q3 | $27K | Hold |
350
| – | – | 0.01% | 365 |
|
|
2021
Q2 | $27K | Sell |
350
-516
| -60% | -$39.8K | 0.01% | 369 |
|
|
2021
Q1 | $68 | Buy |
866
+2
| +0.2% | – | 0.02% | 235 |
|
|
2020
Q4 | $64K | Sell |
864
-291
| -25% | -$21.6K | 0.02% | 228 |
|
|
2020
Q3 | $72K | Buy |
1,155
+5
| +0.4% | +$312 | 0.03% | 189 |
|
|
2020
Q2 | $63K | Buy |
1,150
+850
| +283% | +$46.6K | 0.02% | 202 |
|
|
2020
Q1 | $14K | Hold |
300
| – | – | 0.01% | 392 |
|
|
2019
Q4 | $26K | Buy |
+300
| New | +$26K | 0.01% | 337 |
|