TCI Wealth Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,299
| Closed | -$252K | – | 241 |
|
|
2024
Q4 | $252K | Sell |
3,299
-34
| -1% | -$2.6K | 0.02% | 193 |
|
|
2024
Q3 | $260K | Buy |
3,333
+7
| +0.2% | +$546 | 0.02% | 200 |
|
|
2024
Q2 | $237K | Buy |
3,326
+8
| +0.2% | +$571 | 0.02% | 201 |
|
|
2024
Q1 | $269K | Buy |
3,318
+9
| +0.3% | +$731 | 0.03% | 179 |
|
|
2023
Q4 | $242K | Sell |
3,309
-103
| -3% | -$7.53K | 0.03% | 177 |
|
|
2023
Q3 | $225K | Sell |
3,412
-63
| -2% | -$4.16K | 0.03% | 177 |
|
|
2023
Q2 | $258K | Sell |
3,475
-90
| -3% | -$6.68K | 0.03% | 162 |
|
|
2023
Q1 | $275K | Sell |
3,565
-2
| -0.1% | -$154 | 0.04% | 154 |
|
|
2022
Q4 | $273K | Sell |
3,567
-119
| -3% | -$9.1K | 0.04% | 147 |
|
|
2022
Q3 | $261K | Sell |
3,686
-42
| -1% | -$2.97K | 0.04% | 135 |
|
|
2022
Q2 | $316K | Buy |
3,728
+56
| +2% | +$4.75K | 0.05% | 127 |
|
|
2022
Q1 | $300K | Buy |
3,672
+9
| +0.2% | +$735 | 0.05% | 140 |
|
|
2021
Q4 | $288K | Sell |
3,663
-39
| -1% | -$3.07K | 0.04% | 144 |
|
|
2021
Q3 | $291K | Buy |
3,702
+160
| +5% | +$12.6K | 0.04% | 134 |
|
|
2021
Q2 | $275K | Hold |
3,542
| – | – | 0.05% | 144 |
|
|
2021
Q1 | $279K | Buy |
3,542
+76
| +2% | +$5.99K | 0.12% | 124 |
|
|
2020
Q4 | $257K | Sell |
3,466
-12
| -0.3% | -$890 | 0.11% | 123 |
|
|
2020
Q3 | $216K | Hold |
3,478
| – | – | 0.09% | 135 |
|
|
2020
Q2 | $190K | Buy |
3,478
+7
| +0.2% | +$382 | 0.08% | 140 |
|
|
2020
Q1 | $158K | Sell |
3,471
-210
| -6% | -$9.56K | 0.08% | 153 |
|
|
2019
Q4 | $315K | Buy |
3,681
+25
| +0.7% | +$2.14K | 0.12% | 122 |
|
|
2019
Q3 | $290K | Buy |
3,656
+240
| +7% | +$19K | 0.13% | 115 |
|
|
2019
Q2 | $242K | Sell |
3,416
-55
| -2% | -$3.9K | 0.11% | 123 |
|
|
2019
Q1 | $232K | Hold |
3,471
| – | – | 0.1% | 133 |
|
|
2018
Q4 | $217K | Sell |
3,471
-280
| -7% | -$17.5K | 0.11% | 129 |
|
|
2018
Q3 | $275K | Buy |
3,751
+259
| +7% | +$19K | 0.12% | 124 |
|
|
2018
Q2 | $238K | Buy |
3,492
+76
| +2% | +$5.18K | 0.11% | 138 |
|
|
2018
Q1 | $205K | Hold |
3,416
| – | – | 0.1% | 141 |
|
|
2017
Q4 | $207K | Hold |
3,416
| – | – | 0.09% | 150 |
|
|
2017
Q3 | $184K | Sell |
3,416
-16
| -0.5% | -$862 | 0.09% | 151 |
|
|
2017
Q2 | $173K | Sell |
3,432
-1,648
| -32% | -$83.1K | 0.09% | 148 |
|
|
2017
Q1 | $264K | Sell |
5,080
-3
| -0.1% | -$156 | 0.14% | 106 |
|
|
2016
Q4 | $281K | Hold |
5,083
| – | – | 0.15% | 104 |
|
|
2016
Q3 | $249K | Hold |
5,083
| – | – | 0.14% | 109 |
|
|
2016
Q2 | $258K | Hold |
5,083
| – | – | 0.14% | 107 |
|
|
2016
Q1 | $238K | Buy |
5,083
+55
| +1% | +$2.58K | 0.13% | 118 |
|
|
2015
Q4 | $206K | Hold |
5,028
| – | – | 0.11% | 133 |
|
|
2015
Q3 | $196K | Hold |
5,028
| – | – | 0.12% | 130 |
|
|
2015
Q2 | $182K | Sell |
5,028
-282
| -5% | -$10.2K | 0.1% | 138 |
|
|
2015
Q1 | $200K | Hold |
5,310
| – | – | 0.13% | 110 |
|
|
2014
Q4 | $211K | Hold |
5,310
| – | – | 0.13% | 118 |
|
|
2014
Q3 | $202K | Buy |
5,310
+282
| +6% | +$10.7K | 0.13% | 124 |
|
|
2014
Q2 | $188K | Hold |
5,028
| – | – | 0.11% | 128 |
|
|
2014
Q1 | $182K | Hold |
5,028
| – | – | 0.12% | 128 |
|
|
2013
Q4 | $182K | Hold |
5,028
| – | – | 0.11% | 128 |
|
|
2013
Q3 | $160K | Hold |
5,028
| – | – | 0.12% | 125 |
|
|
2013
Q2 | $172K | Buy |
+5,028
| New | +$172K | 0.13% | 121 |
|