TWM
Tolleson Wealth Management’s Sysco SYY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $599K | Hold |
7,908
| – | – | 0.1% | 57 |
|
|
2025
Q1 | $593K | Sell |
7,908
-1,715
| -18% | -$129K | 0.11% | 58 |
|
|
2024
Q4 | $736K | Buy |
9,623
+1,715
| +22% | +$131K | 0.15% | 50 |
|
|
2024
Q3 | $617K | Buy |
+7,908
| New | +$617K | 0.12% | 52 |
|
|
2024
Q2 | – | Sell |
-7,908
| Closed | -$642K | – | 83 |
|
|
2024
Q1 | $642K | Hold |
7,908
| – | – | 0.13% | 57 |
|
|
2023
Q4 | $578K | Hold |
7,908
| – | – | 0.12% | 56 |
|
|
2023
Q3 | $522K | Hold |
7,908
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $587K | Hold |
7,908
| – | – | 0.14% | 57 |
|
|
2023
Q1 | $611K | Hold |
7,908
| – | – | 0.16% | 50 |
|
|
2022
Q4 | $605K | Hold |
7,908
| – | – | 0.16% | 54 |
|
|
2022
Q3 | $559K | Hold |
7,908
| – | – | 0.17% | 51 |
|
|
2022
Q2 | $674K | Hold |
7,908
| – | – | 0.19% | 49 |
|
|
2022
Q1 | $649K | Hold |
7,908
| – | – | 0.19% | 48 |
|
|
2021
Q4 | $621K | Hold |
7,908
| – | – | 0.17% | 50 |
|
|
2021
Q3 | $624K | Sell |
7,908
-878
| -10% | -$69.3K | 0.18% | 46 |
|
|
2021
Q2 | $683K | Hold |
8,786
| – | – | 0.18% | 47 |
|
|
2021
Q1 | $692K | Hold |
8,786
| – | – | 0.21% | 47 |
|
|
2020
Q4 | $652K | Hold |
8,786
| – | – | 0.22% | 44 |
|
|
2020
Q3 | $547K | Hold |
8,786
| – | – | 0.22% | 44 |
|
|
2020
Q2 | $480K | Hold |
8,786
| – | – | 0.21% | 42 |
|
|
2020
Q1 | $401K | Sell |
8,786
-187
| -2% | -$8.54K | 0.18% | 44 |
|
|
2019
Q4 | $768K | Buy |
8,973
+187
| +2% | +$16K | 0.37% | 32 |
|
|
2019
Q3 | $698K | Hold |
8,786
| – | – | 0.38% | 30 |
|
|
2019
Q2 | $621K | Hold |
8,786
| – | – | 0.43% | 24 |
|
|
2019
Q1 | $587K | Hold |
8,786
| – | – | 0.41% | 24 |
|
|
2018
Q4 | $551K | Buy |
+8,786
| New | +$551K | 0.32% | 27 |
|