Willow Creek Wealth Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,264
| Closed | -$391K | – | 142 |
|
|
2023
Q2 | $391K | Buy |
+5,264
| New | +$391K | 0.06% | 94 |
|
|
2022
Q4 | – | Sell |
-5,255
| Closed | -$372K | – | 135 |
|
|
2022
Q3 | $372K | Hold |
5,255
| – | – | 0.07% | 79 |
|
|
2022
Q2 | $445K | Buy |
+5,255
| New | +$445K | 0.08% | 70 |
|
|
2020
Q3 | – | Sell |
-6,290
| Closed | -$344K | – | 88 |
|
|
2020
Q2 | $344K | Sell |
6,290
-116
| -2% | -$6.34K | 0.15% | 40 |
|
|
2020
Q1 | $292K | Hold |
6,406
| – | – | 0.15% | 42 |
|
|
2019
Q4 | $548K | Hold |
6,406
| – | – | 0.25% | 34 |
|
|
2019
Q3 | $509K | Buy |
6,406
+116
| +2% | +$9.22K | 0.24% | 35 |
|
|
2019
Q2 | $445K | Sell |
6,290
-1,977
| -24% | -$140K | 0.21% | 39 |
|
|
2019
Q1 | $552K | Buy |
+8,267
| New | +$552K | 0.28% | 35 |
|