Waldron Private Wealth’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 |
-7,756
| Closed | -$593K | – | 417 |
|
|
2024
Q4 | $593K | Sell |
7,756
-7,870
| -50% | -$602K | 0.02% | 232 |
|
|
2024
Q3 | $1.22M | Buy |
15,626
+6,823
| +78% | +$533K | 0.05% | 146 |
|
|
2024
Q2 | $628K | Sell |
8,803
-211
| -2% | -$15.1K | 0.03% | 202 |
|
|
2024
Q1 | $732K | Buy |
9,014
+34
| +0.4% | +$2.76K | 0.03% | 197 |
|
|
2023
Q4 | $657K | Buy |
8,980
+674
| +8% | +$49.3K | 0.03% | 199 |
|
|
2023
Q3 | $549K | Sell |
8,306
-1,064
| -11% | -$70.3K | 0.03% | 213 |
|
|
2023
Q2 | $695K | Buy |
9,370
+125
| +1% | +$9.28K | 0.03% | 192 |
|
|
2023
Q1 | $714K | Sell |
9,245
-69
| -0.7% | -$5.33K | 0.03% | 208 |
|
|
2022
Q4 | $658K | Hold |
9,314
| – | – | 0.04% | 204 |
|
|
2022
Q3 | $658K | Sell |
9,314
-103
| -1% | -$7.28K | 0.04% | 204 |
|
|
2022
Q2 | $802K | Buy |
9,417
+468
| +5% | +$39.9K | 0.05% | 184 |
|
|
2022
Q1 | $734K | Buy |
8,949
+226
| +3% | +$18.5K | 0.04% | 216 |
|
|
2021
Q4 | $685K | Buy |
8,723
+344
| +4% | +$27K | 0.03% | 222 |
|
|
2021
Q3 | $657K | Buy |
8,379
+2,144
| +34% | +$168K | 0.04% | 196 |
|
|
2021
Q2 | $484K | Sell |
6,235
-825
| -12% | -$64K | 0.03% | 211 |
|
|
2021
Q1 | $559K | Buy |
7,060
+531
| +8% | +$42K | 0.04% | 180 |
|
|
2020
Q4 | $484K | Sell |
6,529
-23
| -0.4% | -$1.71K | 0.04% | 183 |
|
|
2020
Q3 | $407K | Buy |
6,552
+733
| +13% | +$45.5K | 0.03% | 182 |
|
|
2020
Q2 | $318K | Buy |
5,819
+104
| +2% | +$5.68K | 0.03% | 194 |
|
|
2020
Q1 | $260K | Sell |
5,715
-286
| -5% | -$13K | 0.03% | 197 |
|
|
2019
Q4 | $513K | Buy |
6,001
+708
| +13% | +$60.5K | 0.05% | 160 |
|
|
2019
Q3 | $420K | Buy |
5,293
+130
| +3% | +$10.3K | 0.04% | 155 |
|
|
2019
Q2 | $365K | Sell |
5,163
-616
| -11% | -$43.5K | 0.04% | 158 |
|
|
2019
Q1 | $385K | Buy |
5,779
+17
| +0.3% | +$1.13K | 0.04% | 162 |
|
|
2018
Q4 | $361K | Buy |
5,762
+690
| +14% | +$43.2K | 0.05% | 148 |
|
|
2018
Q3 | $371K | Buy |
+5,072
| New | +$371K | 0.07% | 127 |
|
|
2016
Q1 | – | Sell |
-5,238
| Closed | -$214K | – | 176 |
|
|
2015
Q4 | $214K | Buy |
+5,238
| New | +$214K | 0.08% | 147 |
|