West Oak Capital’s Sysco SYY Stock Holding History

West Oak Capital’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$9.45K	Buy	12,470 +815	+7%	+$617	0.37%	63
2025 Q1	$8.75K	Buy	11,655 +40	+0.3%	+$30	0.34%	66
2024 Q4	$8.88M	Sell	11,615 -80	-0.7%	-$61.2K	0.31%	64
2024 Q3	$9.13K	Buy	11,695 +485	+4%	+$379	0.17%	64
2024 Q2	$800K	Buy	11,210 +640	+6%	+$45.7K	0.32%	66
2024 Q1	$858K	Hold	10,570	–	–	0.36%	62
2023 Q4	$801K	Sell	10,570 -430	-4%	-$32.6K	0.37%	64
2023 Q3	$727K	Sell	11,000 -30	-0.3%	-$1.98K	0.36%	67
2023 Q2	$818K	Hold	11,030	–	–	0.4%	64
2023 Q1	$852K	Sell	11,030 -11,950	-52%	-$923K	0.43%	67
2022 Q4	$1.76M	Sell	22,980 -1,295	-5%	-$99K	0.92%	41
2022 Q3	$1.72M	Sell	24,275 -2,530	-9%	-$179K	0.93%	42
2022 Q2	$2.27M	Sell	26,805 -620	-2%	-$52.5K	1.19%	26
2022 Q1	$2.24M	Sell	27,425 -510	-2%	-$41.6K	1.01%	35
2021 Q4	$2.19M	Hold	27,935	–	–	0.81%	42
2021 Q3	$2.19M	Sell	27,935 -270	-1%	-$21.2K	0.85%	37
2021 Q2	$2.19M	Buy	28,205 +80	+0.3%	+$6.22K	0.86%	43
2021 Q1	$2.22M	Buy	28,125 +50	+0.2%	+$3.94K	0.95%	38
2020 Q4	$2.09M	Buy	28,075 +530	+2%	+$39.4K	0.97%	36
2020 Q3	$1.71M	Buy	27,545 +320	+1%	+$19.9K	0.94%	44
2020 Q2	$1.49M	Buy	27,225 +25,925	+1,994%	+$1.42M	0.85%	51
2020 Q1	$59K	Hold	1,300	–	–	0.04%	158
2019 Q4	$111K	Hold	1,300	–	–	0.06%	136
2019 Q3	$103K	Hold	1,300	–	–	0.06%	137
2019 Q2	$92K	Hold	1,300	–	–	0.06%	149
2019 Q1	$87K	Hold	1,300	–	–	0.05%	147
2018 Q4	$81.5K	Hold	1,300	–	–	0.06%	144
2018 Q3	$95.2K	Hold	1,300	–	–	0.06%	150
2018 Q2	$88.8K	Hold	1,300	–	–	0.05%	150
2018 Q1	$77.9K	Hold	1,300	–	–	0.05%	164
2017 Q4	$78.9K	Hold	1,300	–	–	0.05%	147
2017 Q3	$70.1K	Hold	1,300	–	–	0.04%	167
2017 Q2	$65.4K	Hold	1,300	–	–	0.04%	170
2017 Q1	$67.5K	Hold	1,300	–	–	0.04%	165
2016 Q4	$72K	Hold	1,300	–	–	0.05%	163
2016 Q3	$63.7K	Hold	1,300	–	–	0.04%	163
2016 Q2	$66K	Hold	1,300	–	–	0.05%	151
2016 Q1	$60.7K	Hold	1,300	–	–	0.05%	141
2015 Q4	$53.3K	Hold	1,300	–	–	0.04%	148
2015 Q3	$50.7K	Hold	1,300	–	–	0.04%	150
2015 Q2	$46.9K	Hold	1,300	–	–	0.03%	151
2015 Q1	$49K	Hold	1,300	–	–	0.04%	151
2014 Q4	$51.6K	Hold	1,300	–	–	0.04%	148
2014 Q3	$49.3K	Hold	1,300	–	–	0.04%	146
2014 Q2	$48.7K	Hold	1,300	–	–	0.04%	146
2014 Q1	$47K	Hold	1,300	–	–	0.03%	147
2013 Q4	$46.9K	Hold	1,300	–	–	0.03%	150
2013 Q3	$41.4K	Hold	1,300	–	–	0.03%	152
2013 Q2	$44.4K	Buy	+1,300	New	+$44.4K	0.04%	140