Transatlantique Private 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 | $210K | Hold |
2,779
| – | – | 0.08% | 208 |
|
|
2025
Q1 | $209K | Buy |
+2,779
| New | +$209K | 0.08% | 205 |
|
|
2024
Q3 | – | Sell |
-6,817
| Closed | -$487K | – | 227 |
|
|
2024
Q2 | $487K | Sell |
6,817
-3,347
| -33% | -$239K | 0.2% | 140 |
|
|
2024
Q1 | $825K | Sell |
10,164
-1,915
| -16% | -$155K | 0.36% | 97 |
|
|
2023
Q4 | $883K | Sell |
12,079
-960
| -7% | -$70.2K | 0.41% | 81 |
|
|
2023
Q3 | $861K | Buy |
13,039
+100
| +0.8% | +$6.61K | 0.46% | 74 |
|
|
2023
Q2 | $960K | Buy |
12,939
+2,034
| +19% | +$151K | 0.5% | 66 |
|
|
2023
Q1 | $842K | Sell |
10,905
-1,414
| -11% | -$109K | 0.47% | 69 |
|
|
2022
Q4 | $942K | Buy |
12,319
+480
| +4% | +$36.7K | 0.56% | 55 |
|
|
2022
Q3 | $837K | Buy |
11,839
+1,584
| +15% | +$112K | 0.56% | 55 |
|
|
2022
Q2 | $869K | Buy |
+10,255
| New | +$869K | 0.61% | 51 |
|