Willner & Heller’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $224K | Buy |
2,952
+21
| +0.7% | +$1.59K | 0.19% | 139 |
|
|
2025
Q1 | $220K | Buy |
2,931
+172
| +6% | +$12.9K | 0.2% | 139 |
|
|
2024
Q4 | $211K | Buy |
2,759
+14
| +0.5% | +$1.07K | 0.18% | 148 |
|
|
2024
Q3 | $214K | Buy |
+2,745
| New | +$214K | 0.19% | 145 |
|
|
2024
Q2 | – | Sell |
-2,968
| Closed | -$241K | – | 148 |
|
|
2024
Q1 | $241K | Buy |
2,968
+15
| +0.5% | +$1.22K | 0.24% | 126 |
|
|
2023
Q4 | $216K | Buy |
+2,953
| New | +$216K | 0.24% | 125 |
|
|
2022
Q4 | $259K | Buy |
3,391
+15
| +0.4% | +$1.15K | 0.37% | 103 |
|
|
2022
Q3 | $239K | Buy |
3,376
+64
| +2% | +$4.53K | 0.39% | 101 |
|
|
2022
Q2 | $281K | Buy |
3,312
+30
| +0.9% | +$2.55K | 0.44% | 86 |
|
|
2022
Q1 | $258K | Sell |
3,282
-68
| -2% | -$5.35K | 0.32% | 113 |
|
|
2021
Q4 | $263K | Buy |
+3,350
| New | +$263K | 0.35% | 105 |
|