Whittier Trust’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $566K | Hold |
7,474
| – | – | 0.01% | 469 |
|
|
2025
Q1 | $561K | Sell |
7,474
-1,500
| -17% | -$113K | 0.01% | 464 |
|
|
2024
Q4 | $686K | Sell |
8,974
-1,217
| -12% | -$93.1K | 0.01% | 442 |
|
|
2024
Q3 | $796K | Buy |
10,191
+1,659
| +19% | +$130K | 0.01% | 428 |
|
|
2024
Q2 | $609K | Sell |
8,532
-1,830
| -18% | -$131K | 0.01% | 446 |
|
|
2024
Q1 | $841K | Buy |
10,362
+2,017
| +24% | +$164K | 0.01% | 388 |
|
|
2023
Q4 | $610K | Sell |
8,345
-1,838
| -18% | -$134K | 0.01% | 443 |
|
|
2023
Q3 | $672K | Sell |
10,183
-577
| -5% | -$38.1K | 0.01% | 411 |
|
|
2023
Q2 | $798K | Hold |
10,760
| – | – | 0.01% | 390 |
|
|
2023
Q1 | $831K | Sell |
10,760
-395
| -4% | -$30.5K | 0.02% | 379 |
|
|
2022
Q4 | $853K | Sell |
11,155
-91
| -0.8% | -$6.96K | 0.02% | 380 |
|
|
2022
Q3 | $795K | Sell |
11,246
-3,730
| -25% | -$264K | 0.02% | 384 |
|
|
2022
Q2 | $1.27M | Sell |
14,976
-284
| -2% | -$24.1K | 0.03% | 325 |
|
|
2022
Q1 | $1.25M | Sell |
15,260
-1,226
| -7% | -$100K | 0.02% | 340 |
|
|
2021
Q4 | $1.3M | Buy |
16,486
+1,701
| +12% | +$134K | 0.02% | 334 |
|
|
2021
Q3 | $1.16M | Sell |
14,785
-217
| -1% | -$17K | 0.02% | 340 |
|
|
2021
Q2 | $1.17M | Sell |
15,002
-2
| -0% | -$155 | 0.02% | 340 |
|
|
2021
Q1 | $1.18M | Buy |
15,004
+1,000
| +7% | +$78.7K | 0.02% | 341 |
|
|
2020
Q4 | $1.04M | Buy |
14,004
+200
| +1% | +$14.9K | 0.02% | 331 |
|
|
2020
Q3 | $859K | Buy |
13,804
+110
| +0.8% | +$6.85K | 0.02% | 343 |
|
|
2020
Q2 | $748K | Hold |
13,694
| – | – | 0.02% | 346 |
|
|
2020
Q1 | $625K | Sell |
13,694
-1,257
| -8% | -$57.4K | 0.02% | 355 |
|
|
2019
Q4 | $1.28M | Buy |
14,951
+241
| +2% | +$20.6K | 0.03% | 281 |
|
|
2019
Q3 | $1.17M | Hold |
14,710
| – | – | 0.03% | 285 |
|
|
2019
Q2 | $1.04M | Sell |
14,710
-80
| -0.5% | -$5.66K | 0.03% | 297 |
|
|
2019
Q1 | $988K | Sell |
14,790
-160
| -1% | -$10.7K | 0.03% | 290 |
|
|
2018
Q4 | $936K | Buy |
14,950
+160
| +1% | +$10K | 0.03% | 289 |
|
|
2018
Q3 | $1.08M | Hold |
14,790
| – | – | 0.03% | 271 |
|
|
2018
Q2 | $1.01M | Hold |
14,790
| – | – | 0.03% | 281 |
|
|
2018
Q1 | $887K | Hold |
14,790
| – | – | 0.03% | 300 |
|
|
2017
Q4 | $898K | Hold |
14,790
| – | – | 0.03% | 300 |
|
|
2017
Q3 | $798K | Hold |
14,790
| – | – | 0.03% | 303 |
|
|
2017
Q2 | $744K | Hold |
14,790
| – | – | 0.03% | 294 |
|
|
2017
Q1 | $768K | Sell |
14,790
-836
| -5% | -$43.4K | 0.03% | 294 |
|
|
2016
Q4 | $865K | Sell |
15,626
-597
| -4% | -$33K | 0.04% | 273 |
|
|
2016
Q3 | $795K | Sell |
16,223
-127
| -0.8% | -$6.22K | 0.03% | 288 |
|
|
2016
Q2 | $830K | Sell |
16,350
-4,330
| -21% | -$220K | 0.04% | 276 |
|
|
2016
Q1 | $966K | Buy |
20,680
+3,430
| +20% | +$160K | 0.04% | 254 |
|
|
2015
Q4 | $707K | Hold |
17,250
| – | – | 0.03% | 309 |
|
|
2015
Q3 | $672K | Sell |
17,250
-12,452
| -42% | -$485K | 0.03% | 297 |
|
|
2015
Q2 | $1.07M | Buy |
29,702
+12,138
| +69% | +$438K | 0.05% | 267 |
|
|
2015
Q1 | $662K | Sell |
17,564
-3,665
| -17% | -$138K | 0.03% | 311 |
|
|
2014
Q4 | $842K | Sell |
21,229
-123
| -0.6% | -$4.88K | 0.04% | 279 |
|
|
2014
Q3 | $810K | Sell |
21,352
-475
| -2% | -$18K | 0.04% | 280 |
|
|
2014
Q2 | $817K | Sell |
21,827
-160
| -0.7% | -$5.99K | 0.04% | 273 |
|
|
2014
Q1 | $795K | Buy |
21,987
+300
| +1% | +$10.8K | 0.04% | 270 |
|
|
2013
Q4 | $782K | Sell |
21,687
-945
| -4% | -$34.1K | 0.04% | 271 |
|
|
2013
Q3 | $721K | Sell |
22,632
-122
| -0.5% | -$3.89K | 0.04% | 282 |
|
|
2013
Q2 | $777K | Buy |
+22,754
| New | +$777K | 0.04% | 261 |
|