Williams Jones Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.1M | Sell |
502,677
-10,723
| -2% | -$812K | 0.46% | 51 |
|
|
2025
Q1 | $38.5M | Sell |
513,400
-9,357
| -2% | -$702K | 0.49% | 47 |
|
|
2024
Q4 | $40M | Sell |
522,757
-8,680
| -2% | -$664K | 0.48% | 46 |
|
|
2024
Q3 | $41.5M | Sell |
531,437
-9,520
| -2% | -$743K | 0.49% | 44 |
|
|
2024
Q2 | $38.6M | Sell |
540,957
-20,267
| -4% | -$1.45M | 0.48% | 44 |
|
|
2024
Q1 | $45.6M | Sell |
561,224
-12,825
| -2% | -$1.04M | 0.58% | 42 |
|
|
2023
Q4 | $42M | Sell |
574,049
-42,415
| -7% | -$3.1M | 0.59% | 38 |
|
|
2023
Q3 | $40.7M | Sell |
616,464
-13,344
| -2% | -$881K | 0.63% | 39 |
|
|
2023
Q2 | $46.7M | Buy |
629,808
+646
| +0.1% | +$47.9K | 0.7% | 37 |
|
|
2023
Q1 | $48.6M | Buy |
629,162
+139
| +0% | +$10.7K | 0.76% | 34 |
|
|
2022
Q4 | $48.1M | Sell |
629,023
-3,469
| -0.5% | -$265K | 0.81% | 31 |
|
|
2022
Q3 | $44.7M | Buy |
632,492
+9,669
| +2% | +$684K | 0.78% | 34 |
|
|
2022
Q2 | $52.8M | Buy |
622,823
+375,321
| +152% | +$31.8M | 0.85% | 31 |
|
|
2022
Q1 | $20.2M | Buy |
247,502
+160,021
| +183% | +$13.1M | 0.28% | 67 |
|
|
2021
Q4 | $6.87M | Sell |
87,481
-2,410
| -3% | -$189K | 0.09% | 124 |
|
|
2021
Q3 | $7.06M | Sell |
89,891
-19,560
| -18% | -$1.54M | 0.1% | 120 |
|
|
2021
Q2 | $8.51M | Buy |
109,451
+37,559
| +52% | +$2.92M | 0.12% | 108 |
|
|
2021
Q1 | $5.66M | Sell |
71,892
-1,251
| -2% | -$98.5K | 0.09% | 131 |
|
|
2020
Q4 | $5.43M | Buy |
73,143
+167
| +0.2% | +$12.4K | 0.09% | 126 |
|
|
2020
Q3 | $4.54M | Buy |
72,976
+60
| +0.1% | +$3.73K | 0.08% | 121 |
|
|
2020
Q2 | $3.99M | Sell |
72,916
-520
| -0.7% | -$28.4K | 0.08% | 121 |
|
|
2020
Q1 | $3.35M | Sell |
73,436
-300
| -0.4% | -$13.7K | 0.09% | 116 |
|
|
2019
Q4 | $6.31M | Sell |
73,736
-900
| -1% | -$77K | 0.12% | 105 |
|
|
2019
Q3 | $5.93M | Buy |
+74,636
| New | +$5.93M | 0.12% | 108 |
|