Summit Place Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
4,304
-250
| -5% | -$18.9K | 0.16% | 75 |
|
|
2025
Q1 | $342K | Sell |
4,554
-500
| -10% | -$37.5K | 0.19% | 78 |
|
|
2024
Q4 | $386K | Sell |
5,054
-896
| -15% | -$68.5K | 0.22% | 74 |
|
|
2024
Q3 | $464K | Sell |
5,950
-1,300
| -18% | -$101K | 0.26% | 69 |
|
|
2024
Q2 | $518K | Sell |
7,250
-404
| -5% | -$28.8K | 0.31% | 66 |
|
|
2024
Q1 | $621K | Hold |
7,654
| – | – | 0.36% | 68 |
|
|
2023
Q4 | $560K | Sell |
7,654
-800
| -9% | -$58.5K | 0.37% | 67 |
|
|
2023
Q3 | $558K | Hold |
8,454
| – | – | 0.4% | 69 |
|
|
2023
Q2 | $627K | Sell |
8,454
-1,650
| -16% | -$122K | 0.41% | 66 |
|
|
2023
Q1 | $780K | Sell |
10,104
-2,955
| -23% | -$228K | 0.55% | 58 |
|
|
2022
Q4 | $998K | Sell |
13,059
-2,050
| -14% | -$157K | 0.82% | 47 |
|
|
2022
Q3 | $1.07M | Sell |
15,109
-500
| -3% | -$35.3K | 0.99% | 40 |
|
|
2022
Q2 | $1.32M | Sell |
15,609
-300
| -2% | -$25.4K | 1.11% | 39 |
|
|
2022
Q1 | $1.3M | Sell |
15,909
-14,960
| -48% | -$1.22M | 0.87% | 51 |
|
|
2021
Q4 | $2.43M | Buy |
30,869
+1,160
| +4% | +$91.1K | 1.68% | 19 |
|
|
2021
Q3 | $2.33M | Buy |
29,709
+2,215
| +8% | +$174K | 1.7% | 17 |
|
|
2021
Q2 | $2.14M | Buy |
27,494
+1,390
| +5% | +$108K | 1.57% | 27 |
|
|
2021
Q1 | $2.06M | Sell |
26,104
-5,225
| -17% | -$411K | 1.65% | 19 |
|
|
2020
Q4 | $2.33M | Sell |
31,329
-100
| -0.3% | -$7.42K | 2.02% | 10 |
|
|
2020
Q3 | $1.96M | Sell |
31,429
-50
| -0.2% | -$3.11K | 1.96% | 10 |
|
|
2020
Q2 | $1.72M | Sell |
31,479
-11,875
| -27% | -$649K | 2.72% | 16 |
|
|
2020
Q1 | $1.98M | Buy |
43,354
+23,175
| +115% | +$1.06M | 4.23% | 4 |
|
|
2019
Q4 | $1.73M | Buy |
+20,179
| New | +$1.73M | 2.73% | 13 |
|