Wheatland Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $279K | Hold |
5,107
| – | – | 1.16% | 29 |
|
|
2020
Q1 | $233K | Sell |
5,107
-8,700
| -63% | -$397K | 1.18% | 32 |
|
|
2019
Q4 | $1.18M | Sell |
13,807
-1,700
| -11% | -$145K | 1.51% | 22 |
|
|
2019
Q3 | $1.23M | Sell |
15,507
-300
| -2% | -$23.8K | 1.12% | 33 |
|
|
2019
Q2 | $1.12M | Hold |
15,807
| – | – | 0.84% | 42 |
|
|
2019
Q1 | $1.06M | Buy |
15,807
+3
| +0% | +$200 | 0.8% | 41 |
|
|
2018
Q4 | $990K | Sell |
15,804
-198
| -1% | -$12.4K | 0.86% | 39 |
|
|
2018
Q3 | $1.17M | Buy |
16,002
+2
| +0% | +$146 | 0.88% | 38 |
|
|
2018
Q2 | $1.09M | Buy |
16,000
+3
| +0% | +$205 | 0.88% | 40 |
|
|
2018
Q1 | $959K | Buy |
15,997
+2
| +0% | +$120 | 0.79% | 44 |
|
|
2017
Q4 | $971K | Sell |
15,995
-97
| -0.6% | -$5.89K | 0.79% | 48 |
|
|
2017
Q3 | $868K | Buy |
16,092
+3
| +0% | +$162 | 0.74% | 46 |
|
|
2017
Q2 | $810K | Sell |
16,089
-997
| -6% | -$50.2K | 0.73% | 50 |
|
|
2017
Q1 | $887K | Sell |
17,086
-1,998
| -10% | -$104K | 0.79% | 46 |
|
|
2016
Q4 | $1.06M | Sell |
19,084
-47
| -0.2% | -$2.6K | 0.94% | 39 |
|
|
2016
Q3 | $938K | Buy |
19,131
+3
| +0% | +$147 | 0.88% | 40 |
|
|
2016
Q2 | $971K | Buy |
19,128
+2
| +0% | +$102 | 0.93% | 39 |
|
|
2016
Q1 | $894K | Sell |
19,126
-696
| -4% | -$32.5K | 0.91% | 39 |
|
|
2015
Q4 | $813K | Buy |
19,822
+3
| +0% | +$123 | 0.83% | 41 |
|
|
2015
Q3 | $772K | Buy |
19,819
+3
| +0% | +$117 | 0.84% | 43 |
|
|
2015
Q2 | $715K | Sell |
19,816
-197
| -1% | -$7.11K | 0.69% | 52 |
|
|
2015
Q1 | $755K | Buy |
20,013
+4
| +0% | +$151 | 0.75% | 48 |
|
|
2014
Q4 | $794K | Sell |
20,009
-97
| -0.5% | -$3.85K | 0.77% | 50 |
|
|
2014
Q3 | $763K | Buy |
20,106
+3
| +0% | +$114 | 0.76% | 50 |
|
|
2014
Q2 | $617K | Buy |
20,103
+3
| +0% | +$92 | 0.56% | 58 |
|
|
2014
Q1 | $726K | Hold |
20,100
| – | – | 0.74% | 49 |
|
|
2013
Q4 | $726K | Buy |
+20,100
| New | +$726K | 0.76% | 48 |
|