Whitney & Co’s Sysco SYY Stock Holding History

Whitney & Co’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	$428K	Hold	5,650	–	–	0.04%	96
2025 Q1	$424K	Hold	5,650	–	–	0.05%	92
2024 Q4	$432K	Hold	5,650	–	–	0.05%	89
2024 Q3	$441K	Hold	5,650	–	–	0.05%	91
2024 Q2	$403K	Hold	5,650	–	–	0.05%	90
2024 Q1	$459K	Sell	5,650 -300	-5%	-$24.4K	0.05%	92
2023 Q4	$435K	Hold	5,950	–	–	0.06%	91
2023 Q3	$393K	Sell	5,950 -150	-2%	-$9.91K	0.06%	94
2023 Q2	$453K	Hold	6,100	–	–	0.07%	89
2023 Q1	$471K	Hold	6,100	–	–	0.07%	87
2022 Q4	$466K	Hold	6,100	–	–	0.09%	87
2022 Q3	$431K	Hold	6,100	–	–	0.08%	93
2022 Q2	$517K	Hold	6,100	–	–	0.09%	83
2022 Q1	$498K	Sell	6,100 -1,125	-16%	-$91.8K	0.08%	92
2021 Q4	$568K	Sell	7,225 -700	-9%	-$55K	0.08%	88
2021 Q3	$622K	Sell	7,925 -150	-2%	-$11.8K	0.1%	84
2021 Q2	$628K	Hold	8,075	–	–	0.1%	84
2021 Q1	$636K	Hold	8,075	–	–	0.11%	78
2020 Q4	$599K	Buy	8,075 +125	+2%	+$9.27K	0.1%	79
2020 Q3	$495K	Hold	7,950	–	–	0.09%	81
2020 Q2	$435K	Hold	7,950	–	–	0.09%	80
2020 Q1	$363K	Sell	7,950 -1,300	-14%	-$59.4K	0.09%	80
2019 Q4	$791K	Hold	9,250	–	–	0.16%	72
2019 Q3	$747K	Sell	9,250 -150	-2%	-$12.1K	0.16%	70
2019 Q2	$665K	Sell	9,400 -200	-2%	-$14.1K	0.15%	75
2019 Q1	$676K	Sell	9,600 -2,450	-20%	-$173K	0.15%	73
2018 Q4	$803K	Sell	12,050 -850	-7%	-$56.6K	0.21%	74
2018 Q3	$859K	Sell	12,900 -400	-3%	-$26.6K	0.21%	75
2018 Q2	$908K	Sell	13,300 -2,150	-14%	-$147K	0.24%	71
2018 Q1	$926K	Sell	15,450 -1,500	-9%	-$89.9K	0.26%	73
2017 Q4	$1.03M	Sell	16,950 -850	-5%	-$51.6K	0.3%	74
2017 Q3	$896K	Hold	17,800	–	–	0.3%	73
2017 Q2	$896K	Buy	17,800 +100	+0.6%	+$5.03K	0.29%	75
2017 Q1	$919K	Sell	17,700 -200	-1%	-$10.4K	0.33%	68
2016 Q4	$991K	Sell	17,900 -200	-1%	-$11.1K	0.37%	69
2016 Q3	$887K	Hold	18,100	–	–	0.36%	70
2016 Q2	$918K	Hold	18,100	–	–	0.37%	70
2016 Q1	$846K	Sell	18,100 -1,687	-9%	-$78.9K	0.36%	72
2015 Q4	$811K	Sell	19,787 -400	-2%	-$16.4K	0.35%	74
2015 Q3	$787K	Hold	20,187	–	–	0.36%	75
2015 Q2	$729K	Sell	20,187 -1,650	-8%	-$59.6K	0.32%	77
2015 Q1	$824K	Sell	21,837 -200	-0.9%	-$7.55K	0.37%	71
2014 Q4	$875K	Hold	22,037	–	–	0.39%	68
2014 Q3	$836K	Sell	22,037 -1,185	-5%	-$45K	0.39%	69
2014 Q2	$870K	Hold	23,222	–	–	0.4%	68
2014 Q1	$839K	Hold	23,222	–	–	0.42%	65
2013 Q4	$838K	Sell	23,222 -100	-0.4%	-$3.61K	0.46%	60
2013 Q3	$742K	Sell	23,322 -2,500	-10%	-$79.5K	0.52%	59
2013 Q2	$882K	Buy	+25,822	New	+$882K	0.64%	52