WhitTier Trust Company’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $447K | Hold |
5,902
| – | – | 0.01% | 406 |
|
2025
Q1 | $443K | Buy |
5,902
+1,921
| +48% | +$144K | 0.01% | 407 |
|
2024
Q4 | $304K | Buy |
3,981
+379
| +11% | +$29K | 0.01% | 441 |
|
2024
Q3 | $281K | Hold |
3,602
| – | – | 0.01% | 436 |
|
2024
Q2 | $257K | Sell |
3,602
-2,465
| -41% | -$176K | 0.01% | 435 |
|
2024
Q1 | $493K | Hold |
6,067
| – | – | 0.01% | 345 |
|
2023
Q4 | $444K | Hold |
6,067
| – | – | 0.01% | 358 |
|
2023
Q3 | $401K | Hold |
6,067
| – | – | 0.01% | 357 |
|
2023
Q2 | $450K | Hold |
6,067
| – | – | 0.02% | 349 |
|
2023
Q1 | $468K | Sell |
6,067
-28
| -0.5% | -$2.16K | 0.02% | 345 |
|
2022
Q4 | $466K | Sell |
6,095
-304
| -5% | -$23.2K | 0.02% | 346 |
|
2022
Q3 | $452K | Hold |
6,399
| – | – | 0.02% | 345 |
|
2022
Q2 | $543K | Sell |
6,399
-1,500
| -19% | -$127K | 0.02% | 328 |
|
2022
Q1 | $645K | Buy |
7,899
+1,545
| +24% | +$126K | 0.02% | 325 |
|
2021
Q4 | $499K | Hold |
6,354
| – | – | 0.02% | 346 |
|
2021
Q3 | $499K | Buy |
6,354
+108
| +2% | +$8.48K | 0.02% | 341 |
|
2021
Q2 | $486K | Buy |
6,246
+224
| +4% | +$17.4K | 0.02% | 341 |
|
2021
Q1 | $474K | Hold |
6,022
| – | – | 0.02% | 337 |
|
2020
Q4 | $448K | Hold |
6,022
| – | – | 0.02% | 330 |
|
2020
Q3 | $375K | Sell |
6,022
-400
| -6% | -$24.9K | 0.02% | 331 |
|
2020
Q2 | $351K | Sell |
6,422
-5
| -0.1% | -$273 | 0.02% | 330 |
|
2020
Q1 | $294K | Hold |
6,427
| – | – | 0.02% | 335 |
|
2019
Q4 | $550K | Hold |
6,427
| – | – | 0.04% | 290 |
|
2019
Q3 | $510K | Hold |
6,427
| – | – | 0.04% | 287 |
|
2019
Q2 | $454K | Hold |
6,427
| – | – | 0.03% | 293 |
|
2019
Q1 | $429K | Hold |
6,427
| – | – | 0.03% | 294 |
|
2018
Q4 | $402K | Sell |
6,427
-195
| -3% | -$12.2K | 0.03% | 288 |
|
2018
Q3 | $485K | Hold |
6,622
| – | – | 0.04% | 272 |
|
2018
Q2 | $452K | Sell |
6,622
-500
| -7% | -$34.1K | 0.04% | 273 |
|
2018
Q1 | $427K | Hold |
7,122
| – | – | 0.03% | 276 |
|
2017
Q4 | $433K | Sell |
7,122
-150
| -2% | -$9.12K | 0.04% | 267 |
|
2017
Q3 | $392K | Sell |
7,272
-150
| -2% | -$8.09K | 0.04% | 279 |
|
2017
Q2 | $374K | Hold |
7,422
| – | – | 0.04% | 281 |
|
2017
Q1 | $386K | Hold |
7,422
| – | – | 0.04% | 277 |
|
2016
Q4 | $411K | Hold |
7,422
| – | – | 0.04% | 256 |
|
2016
Q3 | $363K | Sell |
7,422
-1,040
| -12% | -$50.9K | 0.04% | 268 |
|
2016
Q2 | $429K | Hold |
8,462
| – | – | 0.05% | 250 |
|
2016
Q1 | $395K | Sell |
8,462
-570
| -6% | -$26.6K | 0.05% | 254 |
|
2015
Q4 | $371K | Sell |
9,032
-58
| -0.6% | -$2.38K | 0.04% | 268 |
|
2015
Q3 | $354K | Sell |
9,090
-650
| -7% | -$25.3K | 0.04% | 278 |
|
2015
Q2 | $352K | Sell |
9,740
-85
| -0.9% | -$3.07K | 0.04% | 299 |
|
2015
Q1 | $371K | Sell |
9,825
-150
| -2% | -$5.66K | 0.04% | 290 |
|
2014
Q4 | $396K | Hold |
9,975
| – | – | 0.04% | 285 |
|
2014
Q3 | $378K | Sell |
9,975
-165
| -2% | -$6.25K | 0.04% | 275 |
|
2014
Q2 | $380K | Sell |
10,140
-105
| -1% | -$3.94K | 0.04% | 270 |
|
2014
Q1 | $370K | Sell |
10,245
-59
| -0.6% | -$2.13K | 0.04% | 269 |
|
2013
Q4 | $372K | Sell |
10,304
-1,574
| -13% | -$56.8K | 0.04% | 260 |
|
2013
Q3 | $378K | Sell |
11,878
-225
| -2% | -$7.16K | 0.05% | 248 |
|
2013
Q2 | $413K | Buy |
+12,103
| New | +$413K | 0.06% | 232 |
|