Transcend Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Buy |
6,419
+148
| +2% | +$11.2K | 0.04% | 339 |
|
|
2025
Q1 | $471K | Buy |
6,271
+805
| +15% | +$60.4K | 0.03% | 366 |
|
|
2024
Q4 | $418K | Buy |
5,466
+758
| +16% | +$58K | 0.03% | 375 |
|
|
2024
Q3 | $368K | Buy |
4,708
+1,361
| +41% | +$106K | 0.02% | 440 |
|
|
2024
Q2 | $239K | Buy |
3,347
+254
| +8% | +$18.1K | 0.02% | 510 |
|
|
2024
Q1 | $251K | Buy |
3,093
+193
| +7% | +$15.7K | 0.02% | 451 |
|
|
2023
Q4 | $212K | Buy |
+2,900
| New | +$212K | 0.02% | 460 |
|
|
2023
Q3 | – | Sell |
-2,775
| Closed | -$206K | – | 509 |
|
|
2023
Q2 | $206K | Buy |
2,775
+113
| +4% | +$8.39K | 0.02% | 453 |
|
|
2023
Q1 | $206K | Sell |
2,662
-93
| -3% | -$7.18K | 0.02% | 444 |
|
|
2022
Q4 | $211K | Sell |
2,755
-377
| -12% | -$28.8K | 0.02% | 439 |
|
|
2022
Q3 | $221K | Hold |
3,132
| – | – | 0.02% | 419 |
|
|
2022
Q2 | $265K | Sell |
3,132
-30
| -0.9% | -$2.54K | 0.03% | 400 |
|
|
2022
Q1 | $258K | Buy |
3,162
+468
| +17% | +$38.2K | 0.02% | 422 |
|
|
2021
Q4 | $212K | Sell |
2,694
-436
| -14% | -$34.3K | 0.02% | 450 |
|
|
2021
Q3 | $241K | Buy |
3,130
+44
| +1% | +$3.39K | 0.02% | 416 |
|
|
2021
Q2 | $240K | Buy |
+3,086
| New | +$240K | 0.03% | 286 |
|