Summit Trail 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 | $1.69M | Buy |
+22,333
| New | +$1.69M | 0.03% | 306 |
|
|
2024
Q4 | – | Sell |
-10,623
| Closed | -$829K | – | 718 |
|
|
2024
Q3 | $829K | Sell |
10,623
-108
| -1% | -$8.43K | 0.02% | 300 |
|
|
2024
Q2 | $766K | Sell |
10,731
-1,265
| -11% | -$90.3K | 0.02% | 285 |
|
|
2024
Q1 | $974K | Buy |
11,996
+2,354
| +24% | +$191K | 0.03% | 219 |
|
|
2023
Q4 | $705K | Buy |
9,642
+759
| +9% | +$55.5K | 0.02% | 223 |
|
|
2023
Q3 | $587K | Buy |
8,883
+998
| +13% | +$65.9K | 0.02% | 245 |
|
|
2023
Q2 | $585K | Buy |
7,885
+2,383
| +43% | +$177K | 0.02% | 235 |
|
|
2023
Q1 | $425K | Buy |
5,502
+1,002
| +22% | +$77.4K | 0.02% | 243 |
|
|
2022
Q4 | $344K | Sell |
4,500
-413
| -8% | -$31.6K | 0.02% | 254 |
|
|
2022
Q3 | $347K | Sell |
4,913
-144
| -3% | -$10.2K | 0.02% | 230 |
|
|
2022
Q2 | $431K | Sell |
5,057
-407
| -7% | -$34.7K | 0.03% | 211 |
|
|
2022
Q1 | $449K | Buy |
+5,464
| New | +$449K | 0.04% | 189 |
|
|
2018
Q2 | – | Sell |
-3,975
| Closed | -$248K | – | 662 |
|
|
2018
Q1 | $248K | Buy |
3,975
+1,122
| +39% | +$70K | 0.04% | 321 |
|
|
2017
Q4 | $181K | Buy |
+2,853
| New | +$181K | 0.02% | 454 |
|