Wealthcare Advisory Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,656
| Closed | -$207K | – | 928 |
|
|
2024
Q3 | $207K | Buy |
+2,656
| New | +$207K | 0.01% | 826 |
|
|
2024
Q2 | – | Sell |
-10,314
| Closed | -$837K | – | 861 |
|
|
2024
Q1 | $837K | Buy |
10,314
+559
| +6% | +$45.4K | 0.03% | 418 |
|
|
2023
Q4 | $713K | Sell |
9,755
-129
| -1% | -$9.43K | 0.03% | 405 |
|
|
2023
Q3 | $653K | Buy |
9,884
+161
| +2% | +$10.6K | 0.03% | 368 |
|
|
2023
Q2 | $721K | Buy |
9,723
+114
| +1% | +$8.46K | 0.03% | 363 |
|
|
2023
Q1 | $742K | Sell |
9,609
-159
| -2% | -$12.3K | 0.03% | 363 |
|
|
2022
Q4 | $747K | Buy |
9,768
+317
| +3% | +$24.2K | 0.04% | 328 |
|
|
2022
Q3 | $668K | Buy |
9,451
+263
| +3% | +$18.6K | 0.04% | 293 |
|
|
2022
Q2 | $778K | Buy |
9,188
+20
| +0.2% | +$1.69K | 0.05% | 243 |
|
|
2022
Q1 | $749K | Buy |
9,168
+7
| +0.1% | +$572 | 0.05% | 239 |
|
|
2021
Q4 | $720K | Sell |
9,161
-234
| -2% | -$18.4K | 0.04% | 253 |
|
|
2021
Q3 | $738K | Buy |
9,395
+206
| +2% | +$16.2K | 0.05% | 243 |
|
|
2021
Q2 | $714K | Buy |
9,189
+27
| +0.3% | +$2.1K | 0.05% | 245 |
|
|
2021
Q1 | $721K | Buy |
9,162
+118
| +1% | +$9.29K | 0.05% | 231 |
|
|
2020
Q4 | $672K | Buy |
9,044
+15
| +0.2% | +$1.12K | 0.06% | 193 |
|
|
2020
Q3 | $562K | Buy |
9,029
+328
| +4% | +$20.4K | 0.06% | 186 |
|
|
2020
Q2 | $476K | Buy |
8,701
+21
| +0.2% | +$1.15K | 0.06% | 182 |
|
|
2020
Q1 | $396K | Sell |
8,680
-779
| -8% | -$35.5K | 0.06% | 184 |
|
|
2019
Q4 | $809K | Buy |
9,459
+124
| +1% | +$10.6K | 0.1% | 122 |
|
|
2019
Q3 | $741K | Sell |
9,335
-40
| -0.4% | -$3.18K | 0.11% | 113 |
|
|
2019
Q2 | $663K | Sell |
9,375
-500
| -5% | -$35.4K | 0.11% | 118 |
|
|
2019
Q1 | $659K | Buy |
9,875
+200
| +2% | +$13.3K | 0.11% | 113 |
|
|
2018
Q4 | $606K | Hold |
9,675
| – | – | 0.12% | 105 |
|
|
2018
Q3 | $709K | Buy |
9,675
+525
| +6% | +$38.5K | 0.13% | 94 |
|
|
2018
Q2 | $625K | Buy |
9,150
+800
| +10% | +$54.6K | 0.12% | 100 |
|
|
2018
Q1 | $501K | Sell |
8,350
-224
| -3% | -$13.4K | 0.11% | 109 |
|
|
2017
Q4 | $521K | Buy |
8,574
+124
| +1% | +$7.54K | 0.13% | 89 |
|
|
2017
Q3 | $456K | Buy |
+8,450
| New | +$456K | 0.14% | 85 |
|