West Branch Capital’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Sell |
1,496
-887
| -37% | -$67.2K | 0.03% | 105 |
|
|
2025
Q1 | $179K | Sell |
2,383
-618
| -21% | -$46.4K | 0.06% | 82 |
|
|
2024
Q4 | $229K | Sell |
3,001
-1,229
| -29% | -$94K | 0.07% | 81 |
|
|
2024
Q3 | $330K | Sell |
4,230
-1,912
| -31% | -$149K | 0.11% | 67 |
|
|
2024
Q2 | $438K | Buy |
6,142
+22
| +0.4% | +$1.57K | 0.16% | 59 |
|
|
2024
Q1 | $497K | Buy |
6,120
+22
| +0.4% | +$1.79K | 0.2% | 51 |
|
|
2023
Q4 | $446K | Sell |
6,098
-146
| -2% | -$10.7K | 0.21% | 50 |
|
|
2023
Q3 | $412K | Buy |
6,244
+23
| +0.4% | +$1.52K | 0.22% | 52 |
|
|
2023
Q2 | $462K | Buy |
6,221
+23
| +0.4% | +$1.71K | 0.23% | 52 |
|
|
2023
Q1 | $479K | Buy |
6,198
+21
| +0.3% | +$1.62K | 0.27% | 50 |
|
|
2022
Q4 | $472K | Sell |
6,177
-53
| -0.9% | -$4.05K | 0.29% | 49 |
|
|
2022
Q3 | $441K | Buy |
6,230
+19
| +0.3% | +$1.35K | 0.27% | 55 |
|
|
2022
Q2 | $526K | Sell |
6,211
-68
| -1% | -$5.76K | 0.3% | 55 |
|
|
2022
Q1 | $513K | Sell |
6,279
-42
| -0.7% | -$3.43K | 0.25% | 57 |
|
|
2021
Q4 | $497K | Buy |
6,321
+20
| +0.3% | +$1.57K | 0.21% | 57 |
|
|
2021
Q3 | $495K | Buy |
6,301
+23
| +0.4% | +$1.81K | 0.24% | 57 |
|
|
2021
Q2 | $488K | Buy |
6,278
+19
| +0.3% | +$1.48K | 0.24% | 58 |
|
|
2021
Q1 | $493K | Buy |
6,259
+89
| +1% | +$7.01K | 0.29% | 58 |
|
|
2020
Q4 | $458K | Sell |
6,170
-348
| -5% | -$25.8K | 0.27% | 57 |
|
|
2020
Q3 | $406K | Sell |
6,518
-1,078
| -14% | -$67.1K | 0.26% | 58 |
|
|
2020
Q2 | $415K | Sell |
7,596
-2,088
| -22% | -$114K | 0.29% | 60 |
|
|
2020
Q1 | $442K | Sell |
9,684
-797
| -8% | -$36.4K | 0.42% | 51 |
|
|
2019
Q4 | $897K | Sell |
10,481
-1,036
| -9% | -$88.7K | 0.62% | 42 |
|
|
2019
Q3 | $914K | Buy |
11,517
+1,284
| +13% | +$102K | 0.68% | 50 |
|
|
2019
Q2 | $724K | Sell |
10,233
-1,530
| -13% | -$108K | 0.6% | 44 |
|
|
2019
Q1 | $785K | Sell |
11,763
-995
| -8% | -$66.4K | 0.7% | 40 |
|
|
2018
Q4 | $799K | Sell |
12,758
-638
| -5% | -$40K | 0.84% | 38 |
|
|
2018
Q3 | $981K | Sell |
13,396
-228
| -2% | -$16.7K | 0.73% | 44 |
|
|
2018
Q2 | $930K | Buy |
+13,624
| New | +$930K | 0.73% | 44 |
|