WealthPLAN Partners’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-3,381
| Closed | -$223K | – | 343 |
|
|
2023
Q3 | $223K | Sell |
3,381
-39,924
| -92% | -$2.87M | 0.03% | 289 |
|
|
2023
Q2 | $3.21M | Sell |
43,305
-53,491
| -55% | -$3.96M | 0.45% | 58 |
|
|
2023
Q1 | $7.48M | Sell |
96,796
-112,653
| -54% | -$8.65M | 0.85% | 37 |
|
|
2022
Q4 | $16.3M | Buy |
+209,449
| New | +$16.9M | 1.14% | 25 |
|
|
2022
Q1 | $14.9M | Buy |
174,211
+16,061
| +10% | +$1.3M | 1.03% | 28 |
|
|
2021
Q4 | $12.4M | Buy |
158,150
+10,046
| +7% | +$773K | 0.81% | 46 |
|
|
2021
Q3 | $10.8M | Buy |
148,104
+7,650
| +5% | +$583K | 0.72% | 50 |
|
|
2021
Q2 | $11M | Buy |
140,454
+15,470
| +12% | +$1.25M | 0.77% | 49 |
|
|
2021
Q1 | $10.4M | Buy |
124,984
+7,896
| +7% | +$612K | 0.81% | 45 |
|
|
2020
Q4 | $8.96M | Buy |
117,088
+15,764
| +16% | +$1.08M | 0.76% | 43 |
|
|
2020
Q3 | $6.89M | Buy |
101,324
+13,871
| +16% | +$807K | 0.67% | 54 |
|
|
2020
Q2 | $5.13M | Sell |
87,453
-1,767
| -2% | -$92.9K | 0.53% | 60 |
|
|
2020
Q1 | $4.28M | Buy |
+89,220
| New | +$6.17M | 0.56% | 56 |
|
|
2018
Q3 | – | Sell |
-30,901
| Closed | -$2.11M | – | 287 |
|
|
2018
Q2 | $2.11M | Buy |
30,901
+4,883
| +19% | +$312K | 0.43% | 68 |
|
|
2018
Q1 | $1.56M | Buy |
26,018
+10,039
| +63% | +$608K | 0.34% | 79 |
|
|
2017
Q4 | $970K | Buy |
15,979
+2,358
| +17% | +$134K | 0.26% | 92 |
|
|
2017
Q3 | $735K | Buy |
13,621
+1,623
| +14% | +$84.4K | 0.21% | 90 |
|
|
2017
Q2 | $604K | Buy |
11,998
+11,276
| +1,562% | +$602K | 0.17% | 94 |
|
|
2017
Q1 | $37.2K | Buy |
+722
| New | +$38.3K | 0.13% | 136 |
|
|
2016
Q3 | $407K | Sell |
8,467
-186
| -2% | -$9.55K | 0.13% | 96 |
|
|
2016
Q2 | $222K | Buy |
+8,653
| New | +$419K | 0.03% | 349 |
|
|
2015
Q4 | $131K | Buy |
+9,552
| New | +$392K | 0.02% | 344 |
|
Other funds holding SYY
