Summit Place Financial Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $354K | Hold |
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|
2025
Q2 | $326K | Sell |
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|
2025
Q1 | $342K | Sell |
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|
2024
Q4 | $386K | Sell |
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|
2024
Q3 | $464K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $621K | Hold |
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|
2023
Q4 | $560K | Sell |
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|
2023
Q3 | $558K | Hold |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $780K | Sell |
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|
2022
Q4 | $998K | Sell |
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|
2022
Q3 | $1.07M | Sell |
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|
2022
Q2 | $1.32M | Sell |
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|
2022
Q1 | $1.3M | Sell |
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|
2021
Q4 | $2.42M | Buy |
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|
2021
Q3 | $2.33M | Buy |
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|
2021
Q2 | $2.14M | Buy |
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|
2021
Q1 | $2.06M | Sell |
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|
2020
Q4 | $2.33M | Sell |
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|
2020
Q3 | $1.96M | Sell |
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|
2020
Q2 | $1.72M | Sell |
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|
2020
Q1 | $1.98M | Buy |
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|
2019
Q4 | $1.73M | Buy |
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