Wellington Shields & Co’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $488K | Buy |
6,442
+2,300
| +56% | +$174K | 0.14% | 136 |
|
2025
Q1 | $311K | Hold |
4,142
| – | – | 0.1% | 172 |
|
2024
Q4 | $317K | Buy |
4,142
+60
| +1% | +$4.59K | 0.1% | 164 |
|
2024
Q3 | $319K | Hold |
4,082
| – | – | 0.1% | 171 |
|
2024
Q2 | $291K | Hold |
4,082
| – | – | 0.09% | 168 |
|
2024
Q1 | $331K | Sell |
4,082
-35
| -0.9% | -$2.84K | 0.11% | 161 |
|
2023
Q4 | $301K | Sell |
4,117
-2,958
| -42% | -$216K | 0.11% | 163 |
|
2023
Q3 | $467K | Hold |
7,075
| – | – | 0.12% | 124 |
|
2023
Q2 | $525K | Hold |
7,075
| – | – | 0.12% | 113 |
|
2023
Q1 | $546K | Hold |
7,075
| – | – | 0.12% | 109 |
|
2022
Q4 | $541K | Hold |
7,075
| – | – | 0.12% | 113 |
|
2022
Q3 | $500K | Hold |
7,075
| – | – | 0.22% | 108 |
|
2022
Q2 | $599K | Hold |
7,075
| – | – | 0.15% | 93 |
|
2022
Q1 | $578K | Hold |
7,075
| – | – | 0.19% | 111 |
|
2021
Q4 | $556K | Buy |
7,075
+2,958
| +72% | +$232K | 0.11% | 114 |
|
2021
Q3 | $323K | Hold |
4,117
| – | – | 0.11% | 145 |
|
2021
Q2 | $320K | Hold |
4,117
| – | – | 0.11% | 148 |
|
2021
Q1 | $324K | Hold |
4,117
| – | – | 0.12% | 139 |
|
2020
Q4 | $306K | Hold |
4,117
| – | – | 0.11% | 137 |
|
2020
Q3 | $256K | Buy |
4,117
+117
| +3% | +$7.28K | 0.11% | 141 |
|
2020
Q2 | $219K | Buy |
+4,000
| New | +$219K | 0.1% | 148 |
|
2020
Q1 | – | Sell |
-4,000
| Closed | -$342K | – | 176 |
|
2019
Q4 | $342K | Buy |
+4,000
| New | +$342K | 0.15% | 125 |
|
2019
Q3 | – | Sell |
-4,000
| Closed | -$283K | – | 195 |
|
2019
Q2 | $283K | Hold |
4,000
| – | – | 0.13% | 140 |
|
2019
Q1 | $267K | Hold |
4,000
| – | – | 0.14% | 136 |
|
2018
Q4 | $251K | Hold |
4,000
| – | – | 0.14% | 131 |
|
2018
Q3 | $293K | Hold |
4,000
| – | – | 0.16% | 110 |
|
2018
Q2 | $273K | Hold |
4,000
| – | – | 0.14% | 119 |
|
2018
Q1 | $240K | Hold |
4,000
| – | – | 0.13% | 128 |
|
2017
Q4 | $243K | Hold |
4,000
| – | – | 0.13% | 132 |
|
2017
Q3 | $216K | Hold |
4,000
| – | – | 0.07% | 126 |
|
2017
Q2 | $201K | Hold |
4,000
| – | – | 0.07% | 130 |
|
2017
Q1 | $208K | Hold |
4,000
| – | – | 0.06% | 125 |
|
2016
Q4 | $221K | Buy |
+4,000
| New | +$221K | 0.12% | 119 |
|
2016
Q3 | – | Sell |
-4,000
| Closed | -$203K | – | 125 |
|
2016
Q2 | $203K | Buy |
+4,000
| New | +$203K | 0.13% | 107 |
|