Van Hulzen Asset Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,141
| Closed | -$87.3K | – | 1015 |
|
|
2024
Q4 | $87.3K | Buy |
+1,141
| New | +$87.3K | 0.01% | 413 |
|
|
2024
Q1 | – | Sell |
-4,408
| Closed | -$322K | – | 332 |
|
|
2023
Q4 | $322K | Hold |
4,408
| – | – | 0.02% | 256 |
|
|
2023
Q3 | $291K | Buy |
4,408
+196
| +5% | +$12.9K | 0.02% | 249 |
|
|
2023
Q2 | $313K | Sell |
4,212
-197
| -4% | -$14.6K | 0.03% | 235 |
|
|
2023
Q1 | $341K | Buy |
4,409
+1,497
| +51% | +$116K | 0.03% | 217 |
|
|
2022
Q4 | $223K | Sell |
2,912
-425
| -13% | -$32.5K | 0.03% | 257 |
|
|
2022
Q3 | $236K | Sell |
3,337
-1,060
| -24% | -$75K | 0.03% | 239 |
|
|
2022
Q2 | $372K | Buy |
4,397
+817
| +23% | +$69.1K | 0.04% | 195 |
|
|
2022
Q1 | $292K | Buy |
3,580
+402
| +13% | +$32.8K | 0.03% | 241 |
|
|
2021
Q4 | $250K | Sell |
3,178
-2,992
| -48% | -$235K | 0.03% | 260 |
|
|
2021
Q3 | $484K | Hold |
6,170
| – | – | 0.07% | 156 |
|
|
2021
Q2 | $480K | Hold |
6,170
| – | – | 0.07% | 154 |
|
|
2021
Q1 | $486K | Sell |
6,170
-113
| -2% | -$8.9K | 0.08% | 146 |
|
|
2020
Q4 | $467K | Sell |
6,283
-548
| -8% | -$40.7K | 0.07% | 151 |
|
|
2020
Q3 | $425K | Buy |
+6,831
| New | +$425K | 0.06% | 151 |
|
|
2018
Q4 | – | Sell |
-4,170
| Closed | -$305K | – | 246 |
|
|
2018
Q3 | $305K | Buy |
+4,170
| New | +$305K | 0.08% | 163 |
|
|
2017
Q1 | – | Sell |
-10,467
| Closed | -$580K | – | 145 |
|
|
2016
Q4 | $580K | Sell |
10,467
-75
| -0.7% | -$4.16K | 0.27% | 77 |
|
|
2016
Q3 | $517K | Sell |
10,542
-3,100
| -23% | -$152K | 0.28% | 72 |
|
|
2016
Q2 | $692K | Sell |
13,642
-23,300
| -63% | -$1.18M | 0.39% | 70 |
|
|
2016
Q1 | $1.73M | Sell |
36,942
-15,613
| -30% | -$729K | 0.98% | 39 |
|
|
2015
Q4 | $2.16M | Buy |
52,555
+8,083
| +18% | +$331K | 1.34% | 25 |
|
|
2015
Q3 | $1.73M | Sell |
44,472
-11,007
| -20% | -$429K | 1.12% | 32 |
|
|
2015
Q2 | $2M | Buy |
55,479
+33,179
| +149% | +$1.2M | 1.08% | 33 |
|
|
2015
Q1 | $841K | Buy |
22,300
+15,617
| +234% | +$589K | 0.51% | 61 |
|
|
2014
Q4 | $265K | Sell |
6,683
-74,558
| -92% | -$2.96M | 0.18% | 100 |
|
|
2014
Q3 | $3.08M | Buy |
81,241
+1,683
| +2% | +$63.9K | 3.13% | 7 |
|
|
2014
Q2 | $2.98M | Buy |
79,558
+295
| +0.4% | +$11K | 2.56% | 11 |
|
|
2014
Q1 | $2.86M | Sell |
79,263
-5,627
| -7% | -$203K | 2.9% | 10 |
|
|
2013
Q4 | $3.07M | Buy |
+84,890
| New | +$3.07M | 2.65% | 8 |
|