Waddell & Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $401K | Buy |
5,288
+326
| +7% | +$24.7K | 0.04% | 130 |
|
|
2025
Q1 | $372K | Sell |
4,962
-150
| -3% | -$11.3K | 0.05% | 105 |
|
|
2024
Q4 | $391K | Hold |
5,112
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $399K | Sell |
5,112
-267
| -5% | -$20.8K | 0.05% | 96 |
|
|
2024
Q2 | $384K | Buy |
5,379
+375
| +7% | +$26.8K | 0.05% | 88 |
|
|
2024
Q1 | $406K | Sell |
5,004
-863
| -15% | -$70.1K | 0.05% | 84 |
|
|
2023
Q4 | $429K | Sell |
5,867
-250
| -4% | -$18.3K | 0.06% | 86 |
|
|
2023
Q3 | $404K | Hold |
6,117
| – | – | 0.06% | 101 |
|
|
2023
Q2 | $454K | Buy |
+6,117
| New | +$454K | 0.07% | 84 |
|
|
2022
Q3 | – | Sell |
-2,458
| Closed | -$208K | – | 150 |
|
|
2022
Q2 | $208K | Buy |
+2,458
| New | +$208K | 0.04% | 133 |
|