Venturi Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Sell |
17,223
-391
| -2% | -$29.6K | 0.06% | 167 |
|
|
2025
Q1 | $1.32M | Buy |
17,614
+227
| +1% | +$17K | 0.07% | 169 |
|
|
2024
Q4 | $1.33M | Buy |
17,387
+12,938
| +291% | +$989K | 0.07% | 168 |
|
|
2024
Q3 | $347K | Buy |
4,449
+366
| +9% | +$28.6K | 0.02% | 353 |
|
|
2024
Q2 | $291K | Buy |
4,083
+3,823
| +1,470% | +$273K | 0.02% | 354 |
|
|
2024
Q1 | $21.1K | Buy |
260
+34
| +15% | +$2.76K | ﹤0.01% | 726 |
|
|
2023
Q4 | $16.5K | Buy |
226
+50
| +28% | +$3.66K | ﹤0.01% | 753 |
|
|
2023
Q3 | $11.6K | Buy |
+176
| New | +$11.6K | ﹤0.01% | 770 |
|
|
2020
Q2 | – | Sell |
-8,993
| Closed | -$410K | – | 281 |
|
|
2020
Q1 | $410K | Buy |
8,993
+3,995
| +80% | +$182K | 0.07% | 138 |
|
|
2019
Q4 | $428K | Sell |
4,998
-185
| -4% | -$15.8K | 0.05% | 160 |
|
|
2019
Q3 | $412K | Sell |
5,183
-2,337
| -31% | -$186K | 0.05% | 155 |
|
|
2019
Q2 | $532K | Sell |
7,520
-120,138
| -94% | -$8.5M | 0.07% | 141 |
|
|
2019
Q1 | $8.53M | Buy |
+127,658
| New | +$8.53M | 1.11% | 30 |
|
|
2018
Q4 | – | Sell |
-93,440
| Closed | -$6.82M | – | 264 |
|
|
2018
Q3 | $6.82M | Buy |
93,440
+1,835
| +2% | +$134K | 1.21% | 29 |
|
|
2018
Q2 | $6.42M | Buy |
+91,605
| New | +$6.42M | 1.2% | 30 |
|