Valeo Financial 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 | $722K | Buy |
9,529
+1,489
| +19% | +$113K | 0.02% | 363 |
|
|
2025
Q1 | $603K | Buy |
8,040
+3,078
| +62% | +$231K | 0.02% | 362 |
|
|
2024
Q4 | $379K | Sell |
4,962
-310
| -6% | -$23.7K | 0.01% | 466 |
|
|
2024
Q3 | $412K | Buy |
5,272
+860
| +19% | +$67.1K | 0.01% | 453 |
|
|
2024
Q2 | $315K | Sell |
4,412
-1,110
| -20% | -$79.2K | 0.01% | 509 |
|
|
2024
Q1 | $427K | Sell |
5,522
-10
| -0.2% | -$773 | 0.02% | 419 |
|
|
2023
Q4 | $405K | Buy |
5,532
+1,263
| +30% | +$92.4K | 0.02% | 413 |
|
|
2023
Q3 | $282K | Sell |
4,269
-439
| -9% | -$29K | 0.01% | 475 |
|
|
2023
Q2 | $349K | Sell |
4,708
-1,021
| -18% | -$75.8K | 0.02% | 395 |
|
|
2023
Q1 | $442K | Buy |
5,729
+478
| +9% | +$36.9K | 0.02% | 362 |
|
|
2022
Q4 | $401K | Buy |
5,251
+919
| +21% | +$70.3K | 0.02% | 322 |
|
|
2022
Q3 | $306K | Buy |
4,332
+327
| +8% | +$23.1K | 0.02% | 332 |
|
|
2022
Q2 | $339K | Sell |
4,005
-771
| -16% | -$65.3K | 0.02% | 315 |
|
|
2022
Q1 | $390K | Buy |
4,776
+864
| +22% | +$70.6K | 0.02% | 362 |
|
|
2021
Q4 | $307K | Sell |
3,912
-158
| -4% | -$12.4K | 0.02% | 389 |
|
|
2021
Q3 | $320K | Buy |
4,070
+405
| +11% | +$31.8K | 0.02% | 370 |
|
|
2021
Q2 | $285K | Buy |
3,665
+718
| +24% | +$55.8K | 0.02% | 347 |
|
|
2021
Q1 | $232K | Sell |
2,947
-48
| -2% | -$3.78K | 0.01% | 399 |
|
|
2020
Q4 | $222K | Buy |
2,995
+1,091
| +57% | +$80.9K | 0.01% | 385 |
|
|
2020
Q3 | $118K | Sell |
1,904
-586
| -24% | -$36.3K | 0.01% | 423 |
|
|
2020
Q2 | $136K | Sell |
2,490
-489
| -16% | -$26.7K | 0.01% | 395 |
|
|
2020
Q1 | $146K | Buy |
2,979
+344
| +13% | +$16.9K | 0.02% | 344 |
|
|
2019
Q4 | $225K | Sell |
2,635
-400
| -13% | -$34.2K | 0.02% | 298 |
|
|
2019
Q3 | $241K | Sell |
3,035
-8
| -0.3% | -$635 | 0.03% | 269 |
|
|
2019
Q2 | $215K | Buy |
3,043
+42
| +1% | +$2.97K | 0.02% | 273 |
|
|
2019
Q1 | $200K | Sell |
3,001
-153
| -5% | -$10.2K | 0.02% | 277 |
|
|
2018
Q4 | $198K | Sell |
3,154
-844
| -21% | -$53K | 0.03% | 258 |
|
|
2018
Q3 | $286K | Buy |
3,998
+291
| +8% | +$20.8K | 0.04% | 225 |
|
|
2018
Q2 | $266K | Buy |
3,707
+1,086
| +41% | +$77.9K | 0.04% | 244 |
|
|
2018
Q1 | $157K | Buy |
2,621
+354
| +16% | +$21.2K | 0.03% | 278 |
|
|
2017
Q4 | $138K | Buy |
2,267
+1,126
| +99% | +$68.5K | 0.02% | 290 |
|
|
2017
Q3 | $62K | Buy |
+1,141
| New | +$62K | 0.01% | 372 |
|