Welch & Forbes’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.95M | Sell |
55,309
-1,978
| -3% | -$164K | 0.05% | 139 |
|
|
2025
Q4 | $4.22M | Sell |
57,287
-8,823
| -13% | -$671K | 0.05% | 133 |
|
|
2025
Q3 | $5.44M | Sell |
66,110
-2,233
| -3% | -$179K | 0.07% | 124 |
|
|
2025
Q2 | $5.18M | Sell |
68,343
-3,255
| -5% | -$236K | 0.06% | 123 |
|
|
2025
Q1 | $5.37M | Sell |
71,598
-11,975
| -14% | -$878K | 0.07% | 124 |
|
|
2024
Q4 | $6.39M | Sell |
83,573
-436
| -0.5% | -$33.4K | 0.08% | 114 |
|
|
2024
Q3 | $6.56M | Sell |
84,009
-1,560
| -2% | -$117K | 0.08% | 119 |
|
|
2024
Q2 | $5.92M | Sell |
85,569
-3,475
| -4% | -$260K | 0.08% | 118 |
|
|
2024
Q1 | $7.23M | Sell |
89,044
-16,433
| -16% | -$1.29M | 0.1% | 111 |
|
|
2023
Q4 | $7.71M | Sell |
105,477
-9,184
| -8% | -$634K | 0.12% | 104 |
|
|
2023
Q3 | $7.57M | Sell |
114,661
-6,392
| -5% | -$459K | 0.13% | 104 |
|
|
2023
Q2 | $8.98M | Sell |
121,053
-3,327
| -3% | -$246K | 0.14% | 102 |
|
|
2023
Q1 | $9.61M | Sell |
124,380
-9,792
| -7% | -$751K | 0.16% | 100 |
|
|
2022
Q4 | $10.3M | Sell |
134,172
-3,072
| -2% | -$248K | 0.18% | 102 |
|
|
2022
Q3 | $9.7M | Sell |
137,244
-2,627
| -2% | -$219K | 0.19% | 100 |
|
|
2022
Q2 | $11.8M | Sell |
139,871
-3,948
| -3% | -$331K | 0.22% | 95 |
|
|
2022
Q1 | $11.7M | Buy |
143,819
+2,100
| +1% | +$170K | 0.19% | 99 |
|
|
2021
Q4 | $11.1M | Sell |
141,719
-4,102
| -3% | -$316K | 0.17% | 106 |
|
|
2021
Q3 | $11.4M | Sell |
145,821
-2,200
| -1% | -$168K | 0.19% | 100 |
|
|
2021
Q2 | $11.5M | Sell |
148,021
-2,519
| -2% | -$203K | 0.19% | 101 |
|
|
2021
Q1 | $11.9M | Sell |
150,540
-4,666
| -3% | -$362K | 0.22% | 99 |
|
|
2020
Q4 | $11.5M | Sell |
155,206
-2,308
| -1% | -$159K | 0.23% | 94 |
|
|
2020
Q3 | $9.8M | Sell |
157,514
-4,254
| -3% | -$248K | 0.21% | 92 |
|
|
2020
Q2 | $8.84M | Sell |
161,768
-9,785
| -6% | -$514K | 0.21% | 95 |
|
|
2020
Q1 | $7.83M | Sell |
171,553
-9,702
| -5% | -$671K | 0.22% | 95 |
|
|
2019
Q4 | $15.5M | Buy |
181,255
+2,368
| +1% | +$192K | 0.34% | 82 |
|
|
2019
Q3 | $14.2M | Sell |
178,887
-1,340
| -0.7% | -$98.4K | 0.34% | 80 |
|
|
2019
Q2 | $12.7M | Sell |
180,227
-970
| -0.5% | -$69K | 0.31% | 85 |
|
|
2019
Q1 | $12.1M | Buy |
181,197
+1,195
| +0.7% | +$77.7K | 0.3% | 83 |
|
|
2018
Q4 | $11.3M | Sell |
180,002
-4,497
| -2% | -$303K | 0.32% | 82 |
|
|
2018
Q3 | $13.5M | Sell |
184,499
-1,938
| -1% | -$140K | 0.32% | 87 |
|
|
2018
Q2 | $12.7M | Sell |
186,437
-4,175
| -2% | -$267K | 0.33% | 87 |
|
|
2018
Q1 | $11.4M | Sell |
190,612
-8,023
| -4% | -$486K | 0.29% | 90 |
|
|
2017
Q4 | $12.1M | Buy |
198,635
+388
| +0.2% | +$22K | 0.32% | 84 |
|
|
2017
Q3 | $10.7M | Sell |
198,247
-2,208
| -1% | -$115K | 0.28% | 96 |
|
|
2017
Q2 | $10.1M | Sell |
200,455
-4,671
| -2% | -$249K | 0.28% | 95 |
|
|
2017
Q1 | $10.7M | Buy |
205,126
+4,476
| +2% | +$237K | 0.3% | 89 |
|
|
2016
Q4 | $11.1M | Sell |
200,650
-666
| -0.3% | -$34.6K | 0.33% | 84 |
|
|
2016
Q3 | $9.87M | Buy |
201,316
+1,660
| +0.8% | +$85.3K | 0.34% | 78 |
|
|
2016
Q2 | $10.1M | Sell |
199,656
-1,842
| -0.9% | -$89.1K | 0.31% | 90 |
|
|
2016
Q1 | $9.42M | Sell |
201,498
-6,176
| -3% | -$266K | 0.29% | 97 |
|
|
2015
Q4 | $8.52M | Buy |
207,674
+9,535
| +5% | +$391K | 0.27% | 97 |
|
|
2015
Q3 | $7.72M | Sell |
198,139
-13,750
| -6% | -$525K | 0.26% | 99 |
|
|
2015
Q2 | $7.65M | Sell |
211,889
-2,943
| -1% | -$110K | 0.24% | 96 |
|
|
2015
Q1 | $8.11M | Sell |
214,832
-4,100
| -2% | -$162K | 0.24% | 100 |
|
|
2014
Q4 | $8.69M | Sell |
218,932
-618
| -0.3% | -$24K | 0.26% | 101 |
|
|
2014
Q3 | $8.33M | Sell |
219,550
-860
| -0.4% | -$32.1K | 0.25% | 97 |
|
|
2014
Q2 | $8.25M | Hold |
220,410
| – | – | 0.26% | 94 |
|
|
2014
Q1 | $7.96M | Sell |
220,410
-1,198
| -0.5% | -$43K | 0.25% | 96 |
|
|
2013
Q4 | $8M | Sell |
221,608
-6,864
| -3% | -$232K | 0.25% | 96 |
|
|
2013
Q3 | $7.27M | Sell |
228,472
-15,910
| -7% | -$534K | 0.24% | 99 |
|
|
2013
Q2 | $8.35M | Buy |
+244,382
| New | +$8.41M | 0.3% | 89 |
|
Other funds holding SYY
VCM
VPM
