TCV Trust & Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
3,068
+100
| +3% | +$7.57K | 0.02% | 197 |
|
|
2025
Q1 | $223K | Hold |
2,968
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $227K | Sell |
2,968
-60
| -2% | -$4.59K | 0.02% | 190 |
|
|
2024
Q3 | $236K | Sell |
3,028
-16
| -0.5% | -$1.25K | 0.02% | 181 |
|
|
2024
Q2 | $217K | Hold |
3,044
| – | – | 0.02% | 190 |
|
|
2024
Q1 | $247K | Hold |
3,044
| – | – | 0.02% | 176 |
|
|
2023
Q4 | $223K | Hold |
3,044
| – | – | 0.02% | 178 |
|
|
2023
Q3 | $201K | Buy |
3,044
+200
| +7% | +$13.2K | 0.02% | 185 |
|
|
2023
Q2 | $211K | Sell |
2,844
-400
| -12% | -$29.7K | 0.02% | 182 |
|
|
2023
Q1 | $251K | Sell |
3,244
-214
| -6% | -$16.5K | 0.03% | 170 |
|
|
2022
Q4 | $264K | Buy |
3,458
+179
| +5% | +$13.7K | 0.03% | 169 |
|
|
2022
Q3 | $232K | Sell |
3,279
-259
| -7% | -$18.3K | 0.03% | 169 |
|
|
2022
Q2 | $300K | Hold |
3,538
| – | – | 0.04% | 161 |
|
|
2022
Q1 | $289K | Buy |
3,538
+185
| +6% | +$15.1K | 0.03% | 175 |
|
|
2021
Q4 | $264K | Sell |
3,353
-91
| -3% | -$7.17K | 0.03% | 181 |
|
|
2021
Q3 | $271K | Sell |
3,444
-1
| -0% | -$79 | 0.03% | 170 |
|
|
2021
Q2 | $261K | Hold |
3,445
| – | – | 0.03% | 166 |
|
|
2021
Q1 | $272K | Sell |
3,445
-83
| -2% | -$6.55K | 0.03% | 163 |
|
|
2020
Q4 | $262K | Hold |
3,528
| – | – | 0.03% | 162 |
|
|
2020
Q3 | $219K | Sell |
3,528
-1,392
| -28% | -$86.4K | 0.03% | 170 |
|
|
2020
Q2 | $269K | Sell |
4,920
-245
| -5% | -$13.4K | 0.04% | 155 |
|
|
2020
Q1 | $236K | Buy |
5,165
+105
| +2% | +$4.8K | 0.04% | 154 |
|
|
2019
Q4 | $433K | Sell |
5,060
-766
| -13% | -$65.5K | 0.05% | 136 |
|
|
2019
Q3 | $462K | Hold |
5,826
| – | – | 0.06% | 137 |
|
|
2019
Q2 | $412K | Hold |
5,826
| – | – | 0.05% | 143 |
|
|
2019
Q1 | $389K | Sell |
5,826
-1,700
| -23% | -$114K | 0.05% | 155 |
|
|
2018
Q4 | $471K | Hold |
7,526
| – | – | 0.07% | 135 |
|
|
2018
Q3 | $552K | Buy |
7,526
+4,416
| +142% | +$324K | 0.07% | 133 |
|
|
2018
Q2 | $213K | Buy |
+3,110
| New | +$213K | 0.03% | 196 |
|