Waverly 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 | $1.28M | Sell |
16,860
-124,734
| -88% | -$9.45M | 0.01% | 566 |
|
|
2025
Q1 | $10.6M | Buy |
141,594
+132,070
| +1,387% | +$9.91M | 0.13% | 175 |
|
|
2024
Q4 | $728K | Buy |
9,524
+1,932
| +25% | +$148K | 0.01% | 584 |
|
|
2024
Q3 | $593K | Sell |
7,592
-345
| -4% | -$26.9K | 0.01% | 549 |
|
|
2024
Q2 | $567K | Buy |
7,937
+4,108
| +107% | +$293K | 0.01% | 552 |
|
|
2024
Q1 | $311K | Buy |
+3,829
| New | +$311K | 0.01% | 559 |
|
|
2014
Q4 | – | Sell |
-140
| Closed | -$5K | – | 642 |
|
|
2014
Q3 | $5K | Hold |
140
| – | – | ﹤0.01% | 636 |
|
|
2014
Q2 | $5K | Sell |
140
-2,273
| -94% | -$81.2K | ﹤0.01% | 594 |
|
|
2014
Q1 | $87K | Buy |
2,413
+23
| +1% | +$829 | 0.04% | 162 |
|
|
2013
Q4 | $86K | Buy |
2,390
+1,470
| +160% | +$52.9K | 0.03% | 261 |
|
|
2013
Q3 | $29K | Buy |
+920
| New | +$29K | 0.01% | 315 |
|