Williams Financial’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,443
| Closed | -$263K | – | 25 |
|
|
2024
Q4 | $263K | Sell |
3,443
-250
| -7% | -$19.1K | 0.16% | 12 |
|
|
2024
Q3 | $288K | Hold |
3,693
| – | – | 0.18% | 12 |
|
|
2024
Q2 | $264K | Sell |
3,693
-135
| -4% | -$9.64K | 0.18% | 12 |
|
|
2024
Q1 | $311K | Sell |
3,828
-190
| -5% | -$15.4K | 0.21% | 13 |
|
|
2023
Q4 | $294K | Sell |
4,018
-140
| -3% | -$10.2K | 0.21% | 28 |
|
|
2023
Q3 | $275K | Sell |
4,158
-203
| -5% | -$13.4K | 0.21% | 28 |
|
|
2023
Q2 | $324K | Sell |
4,361
-135
| -3% | -$10K | 0.24% | 25 |
|
|
2023
Q1 | $347K | Hold |
4,496
| – | – | 0.27% | 24 |
|
|
2022
Q4 | $344K | Sell |
4,496
-425
| -9% | -$32.5K | 0.3% | 22 |
|
|
2022
Q3 | $348K | Hold |
4,921
| – | – | 0.29% | 23 |
|
|
2022
Q2 | $417K | Sell |
4,921
-1
| -0% | -$85 | 0.34% | 18 |
|
|
2022
Q1 | $402K | Hold |
4,922
| – | – | 0.3% | 29 |
|
|
2021
Q4 | $387K | Hold |
4,922
| – | – | 0.29% | 29 |
|
|
2021
Q3 | $387K | Buy |
4,922
+1
| +0% | +$79 | 0.34% | 25 |
|
|
2021
Q2 | $383K | Sell |
4,921
-400
| -8% | -$31.1K | 0.31% | 34 |
|
|
2021
Q1 | $419K | Hold |
5,321
| – | – | 0.36% | 30 |
|
|
2020
Q4 | $395K | Buy |
+5,321
| New | +$395K | 0.37% | 23 |
|