SVB Wealth’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $298K | Buy |
+3,941
| New | +$298K | 0.02% | 366 |
|
2025
Q1 | – | Sell |
-12,662
| Closed | -$968K | – | 1766 |
|
2024
Q4 | $968K | Buy |
+12,662
| New | +$968K | 0.02% | 329 |
|
2024
Q3 | – | Sell |
-13,597
| Closed | -$971K | – | 539 |
|
2024
Q2 | $971K | Sell |
13,597
-8,986
| -40% | -$642K | 0.02% | 328 |
|
2024
Q1 | $1.83M | Sell |
22,583
-4,983
| -18% | -$405K | 0.04% | 259 |
|
2023
Q4 | $2.02M | Buy |
27,566
+7,102
| +35% | +$519K | 0.05% | 238 |
|
2023
Q3 | $1.35M | Buy |
20,464
+743
| +4% | +$49.1K | 0.03% | 276 |
|
2023
Q2 | $1.46M | Sell |
19,721
-6,651
| -25% | -$494K | 0.03% | 284 |
|
2023
Q1 | $2.04M | Sell |
26,372
-5,139
| -16% | -$397K | 0.03% | 266 |
|
2022
Q4 | $2.41M | Sell |
31,511
-6,496
| -17% | -$497K | 0.03% | 239 |
|
2022
Q3 | $2.69M | Buy |
38,007
+1,456
| +4% | +$103K | 0.04% | 221 |
|
2022
Q2 | $3.1M | Sell |
36,551
-3,102
| -8% | -$263K | 0.05% | 184 |
|
2022
Q1 | $3.24M | Sell |
39,653
-4,774
| -11% | -$390K | 0.04% | 175 |
|
2021
Q4 | $3.49M | Sell |
44,427
-17,138
| -28% | -$1.35M | 0.06% | 168 |
|
2021
Q3 | $4.83M | Sell |
61,565
-12,039
| -16% | -$945K | 0.06% | 165 |
|
2021
Q2 | $5.72M | Sell |
73,604
-6,956
| -9% | -$541K | 0.07% | 161 |
|
2021
Q1 | $6.34M | Sell |
80,560
-173,248
| -68% | -$13.6M | 0.09% | 146 |
|
2020
Q4 | $18.8M | Sell |
253,808
-611
| -0.2% | -$45.4K | 0.28% | 68 |
|
2020
Q3 | $15.8M | Buy |
254,419
+11,324
| +5% | +$705K | 0.26% | 71 |
|
2020
Q2 | $13.3M | Buy |
243,095
+15,271
| +7% | +$835K | 0.25% | 77 |
|
2020
Q1 | $10.4M | Buy |
227,824
+21,589
| +10% | +$985K | 0.25% | 66 |
|
2019
Q4 | $17.6M | Buy |
206,235
+5,852
| +3% | +$501K | 0.32% | 61 |
|
2019
Q3 | $15.9M | Buy |
200,383
+145,758
| +267% | +$11.6M | 0.32% | 60 |
|
2019
Q2 | $3.86M | Sell |
54,625
-529
| -1% | -$37.4K | 0.13% | 143 |
|
2019
Q1 | $3.68M | Buy |
55,154
+475
| +0.9% | +$31.7K | 0.15% | 111 |
|
2018
Q4 | $3.43M | Buy |
54,679
+41,914
| +328% | +$2.63M | 0.15% | 114 |
|
2018
Q3 | $935K | Buy |
12,765
+869
| +7% | +$63.7K | 0.03% | 257 |
|
2018
Q2 | $812K | Sell |
11,896
-925
| -7% | -$63.1K | 0.03% | 274 |
|
2018
Q1 | $769K | Buy |
12,821
+62
| +0.5% | +$3.72K | 0.03% | 292 |
|
2017
Q4 | $775K | Sell |
12,759
-199
| -2% | -$12.1K | 0.03% | 294 |
|
2017
Q3 | $699K | Buy |
12,958
+429
| +3% | +$23.1K | 0.03% | 310 |
|
2017
Q2 | $631K | Buy |
12,529
+300
| +2% | +$15.1K | 0.02% | 324 |
|
2017
Q1 | $635K | Buy |
12,229
+1,375
| +13% | +$71.4K | 0.03% | 313 |
|
2016
Q4 | $601K | Sell |
10,854
-1,149
| -10% | -$63.6K | 0.02% | 316 |
|
2016
Q3 | $588K | Sell |
12,003
-333
| -3% | -$16.3K | 0.02% | 314 |
|
2016
Q2 | $626K | Sell |
12,336
-2,938
| -19% | -$149K | 0.03% | 311 |
|
2016
Q1 | $714K | Buy |
15,274
+1,940
| +15% | +$90.7K | 0.03% | 296 |
|
2015
Q4 | $547K | Buy |
13,334
+120
| +0.9% | +$4.92K | 0.02% | 361 |
|
2015
Q3 | $515K | Sell |
13,214
-1,330
| -9% | -$51.8K | 0.02% | 406 |
|
2015
Q2 | $525K | Buy |
14,544
+3,632
| +33% | +$131K | 0.02% | 423 |
|
2015
Q1 | $412K | Buy |
10,912
+164
| +2% | +$6.19K | 0.01% | 439 |
|
2014
Q4 | $427K | Buy |
+10,748
| New | +$427K | 0.01% | 425 |
|