Taylor Hoffman 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
Q2 | $496K | Hold |
7,094
| – | – | 0.2% | 72 |
|
|
2024
Q1 | $576K | Sell |
7,094
-361
| -5% | -$29.3K | 0.24% | 68 |
|
|
2023
Q4 | $545K | Sell |
7,455
-65
| -0.9% | -$4.75K | 0.25% | 68 |
|
|
2023
Q3 | $497K | Sell |
7,520
-215
| -3% | -$14.2K | 0.26% | 69 |
|
|
2023
Q2 | $574K | Buy |
7,735
+175
| +2% | +$13K | 0.29% | 66 |
|
|
2023
Q1 | $584K | Buy |
7,560
+97
| +1% | +$7.49K | 0.32% | 63 |
|
|
2022
Q4 | $571K | Sell |
7,463
-2,052
| -22% | -$157K | 0.35% | 63 |
|
|
2022
Q3 | $673K | Hold |
9,515
| – | – | 0.35% | 73 |
|
|
2022
Q2 | $821K | Sell |
9,515
-247
| -3% | -$21.3K | 0.4% | 74 |
|
|
2022
Q1 | $797K | Sell |
9,762
-750
| -7% | -$61.2K | 0.32% | 80 |
|
|
2021
Q4 | $826K | Sell |
10,512
-113
| -1% | -$8.88K | 0.31% | 78 |
|
|
2021
Q3 | $859K | Sell |
10,625
-544
| -5% | -$44K | 0.37% | 76 |
|
|
2021
Q2 | $868K | Sell |
11,169
-241
| -2% | -$18.7K | 0.37% | 75 |
|
|
2021
Q1 | $898K | Hold |
11,410
| – | – | 0.41% | 71 |
|
|
2020
Q4 | $847K | Sell |
11,410
-107
| -0.9% | -$7.94K | 0.43% | 70 |
|
|
2020
Q3 | $717K | Sell |
11,517
-3,027
| -21% | -$188K | 0.42% | 71 |
|
|
2020
Q2 | $795K | Buy |
14,544
+2,000
| +16% | +$109K | 0.5% | 71 |
|
|
2020
Q1 | $572K | Sell |
12,544
-2,628
| -17% | -$120K | 0.55% | 66 |
|
|
2019
Q4 | $1.3M | Sell |
15,172
-133
| -0.9% | -$11.4K | 0.84% | 40 |
|
|
2019
Q3 | $1.22M | Buy |
15,305
+972
| +7% | +$77.2K | 0.86% | 39 |
|
|
2019
Q2 | $1.01M | Sell |
14,333
-1,182
| -8% | -$83.6K | 0.82% | 43 |
|
|
2019
Q1 | $1.04M | Sell |
15,515
-188
| -1% | -$12.6K | 0.77% | 40 |
|
|
2018
Q4 | $984K | Buy |
15,703
+1,362
| +9% | +$85.3K | 0.88% | 37 |
|
|
2018
Q3 | $1.05M | Hold |
14,341
| – | – | 0.83% | 38 |
|
|
2018
Q2 | $979K | Buy |
14,341
+37
| +0.3% | +$2.53K | 0.85% | 36 |
|
|
2018
Q1 | $858K | Buy |
14,304
+886
| +7% | +$53.1K | 0.78% | 41 |
|
|
2017
Q4 | $815K | Buy |
+13,418
| New | +$815K | 0.78% | 37 |
|