Wendell David Associates’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.6M | Sell |
60,700
-225
| -0.4% | -$17K | 0.46% | 46 |
|
|
2025
Q1 | $4.57M | Sell |
60,925
-2,475
| -4% | -$186K | 0.46% | 49 |
|
|
2024
Q4 | $4.85M | Sell |
63,400
-4,400
| -6% | -$336K | 0.48% | 46 |
|
|
2024
Q3 | $5.29M | Hold |
67,800
| – | – | 0.51% | 46 |
|
|
2024
Q2 | $4.84M | Buy |
67,800
+973
| +1% | +$69.5K | 0.49% | 45 |
|
|
2024
Q1 | $5.43M | Buy |
66,827
+952
| +1% | +$77.3K | 0.55% | 44 |
|
|
2023
Q4 | $4.82M | Buy |
65,875
+1,350
| +2% | +$98.7K | 0.52% | 46 |
|
|
2023
Q3 | $4.26M | Sell |
64,525
-2,710
| -4% | -$179K | 0.5% | 49 |
|
|
2023
Q2 | $4.99M | Sell |
67,235
-700
| -1% | -$51.9K | 0.56% | 45 |
|
|
2023
Q1 | $5.25M | Buy |
67,935
+3,860
| +6% | +$298K | 0.62% | 43 |
|
|
2022
Q4 | $4.9M | Sell |
64,075
-400
| -0.6% | -$30.6K | 0.6% | 46 |
|
|
2022
Q3 | $4.56M | Sell |
64,475
-925
| -1% | -$65.4K | 0.61% | 45 |
|
|
2022
Q2 | $5.54M | Sell |
65,400
-176
| -0.3% | -$14.9K | 0.7% | 42 |
|
|
2022
Q1 | $5.35M | Sell |
65,576
-640
| -1% | -$52.3K | 0.6% | 44 |
|
|
2021
Q4 | $5.2M | Sell |
66,216
-2,109
| -3% | -$166K | 0.53% | 48 |
|
|
2021
Q3 | $5.36M | Buy |
68,325
+645
| +1% | +$50.6K | 0.6% | 42 |
|
|
2021
Q2 | $5.26M | Sell |
67,680
-695
| -1% | -$54K | 0.59% | 43 |
|
|
2021
Q1 | $5.38M | Buy |
68,375
+210
| +0.3% | +$16.5K | 0.65% | 41 |
|
|
2020
Q4 | $5.06M | Sell |
68,165
-1,200
| -2% | -$89.1K | 0.62% | 40 |
|
|
2020
Q3 | $4.32M | Sell |
69,365
-10,100
| -13% | -$628K | 0.58% | 45 |
|
|
2020
Q2 | $4.34M | Sell |
79,465
-2,600
| -3% | -$142K | 0.63% | 39 |
|
|
2020
Q1 | $3.75M | Buy |
82,065
+100
| +0.1% | +$4.56K | 0.63% | 42 |
|
|
2019
Q4 | $7.01M | Sell |
81,965
-411
| -0.5% | -$35.2K | 0.97% | 35 |
|
|
2019
Q3 | $6.54M | Buy |
82,376
+700
| +0.9% | +$55.6K | 0.96% | 34 |
|
|
2019
Q2 | $5.78M | Sell |
81,676
-2,500
| -3% | -$177K | 0.87% | 35 |
|
|
2019
Q1 | $5.62M | Sell |
84,176
-262
| -0.3% | -$17.5K | 0.87% | 36 |
|
|
2018
Q4 | $5.29M | Sell |
84,438
-4,797
| -5% | -$301K | 0.95% | 34 |
|
|
2018
Q3 | $6.54M | Buy |
89,235
+800
| +0.9% | +$58.6K | 1.02% | 32 |
|
|
2018
Q2 | $6.04M | Buy |
88,435
+400
| +0.5% | +$27.3K | 1.03% | 34 |
|
|
2018
Q1 | $5.28M | Sell |
88,035
-1,350
| -2% | -$81K | 0.95% | 36 |
|
|
2017
Q4 | $5.43M | Sell |
89,385
-2,772
| -3% | -$168K | 0.93% | 37 |
|
|
2017
Q3 | $4.97M | Sell |
92,157
-200
| -0.2% | -$10.8K | 0.88% | 39 |
|
|
2017
Q2 | $4.65M | Buy |
92,357
+2,200
| +2% | +$111K | 0.88% | 37 |
|
|
2017
Q1 | $4.68M | Sell |
90,157
-550
| -0.6% | -$28.6K | 0.89% | 33 |
|
|
2016
Q4 | $5.02M | Sell |
90,707
-1,350
| -1% | -$74.7K | 0.99% | 31 |
|
|
2016
Q3 | $4.51M | Sell |
92,057
-400
| -0.4% | -$19.6K | 0.89% | 34 |
|
|
2016
Q2 | $4.72M | Sell |
92,457
-3,400
| -4% | -$173K | 0.93% | 33 |
|
|
2016
Q1 | $4.51M | Sell |
95,857
-3,931
| -4% | -$185K | 0.87% | 33 |
|
|
2015
Q4 | $4.09M | Sell |
99,788
-675
| -0.7% | -$27.7K | 0.81% | 35 |
|
|
2015
Q3 | $3.92M | Sell |
100,463
-1,717
| -2% | -$67K | 0.8% | 37 |
|
|
2015
Q2 | $3.68M | Sell |
102,180
-1,000
| -1% | -$36K | 0.71% | 41 |
|
|
2015
Q1 | $3.92M | Hold |
103,180
| – | – | 0.75% | 41 |
|
|
2014
Q4 | $4.13M | Sell |
103,180
-600
| -0.6% | -$24K | 0.81% | 38 |
|
|
2014
Q3 | $3.94M | Sell |
103,780
-1,600
| -2% | -$60.8K | 0.82% | 38 |
|
|
2014
Q2 | $3.9M | Sell |
105,380
-1,083
| -1% | -$40.1K | 0.82% | 40 |
|
|
2014
Q1 | $3.83M | Sell |
106,463
-4,617
| -4% | -$166K | 0.83% | 38 |
|
|
2013
Q4 | $4M | Sell |
111,080
-26,850
| -19% | -$967K | 0.88% | 36 |
|
|
2013
Q3 | $4.41M | Sell |
137,930
-11,296
| -8% | -$361K | 1.06% | 30 |
|
|
2013
Q2 | $5.07M | Buy |
+149,226
| New | +$5.07M | 1.27% | 26 |
|