Winthrop Advisory Group’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
3,766
-209
| -5% | -$15.8K | 0.03% | 138 |
|
|
2025
Q1 | $298K | Hold |
3,975
| – | – | 0.04% | 117 |
|
|
2024
Q4 | $304K | Sell |
3,975
-148
| -4% | -$11.3K | 0.04% | 118 |
|
|
2024
Q3 | $322K | Buy |
4,123
+1
| +0% | +$78 | 0.04% | 109 |
|
|
2024
Q2 | $294K | Buy |
4,122
+2
| +0% | +$143 | 0.04% | 112 |
|
|
2024
Q1 | $334K | Buy |
4,120
+148
| +4% | +$12K | 0.05% | 108 |
|
|
2023
Q4 | $291K | Hold |
3,972
| – | – | 0.05% | 105 |
|
|
2023
Q3 | $262K | Sell |
3,972
-26
| -0.7% | -$1.72K | 0.04% | 101 |
|
|
2023
Q2 | $297K | Buy |
3,998
+14
| +0.4% | +$1.04K | 0.05% | 100 |
|
|
2023
Q1 | $308K | Hold |
3,984
| – | – | 0.05% | 96 |
|
|
2022
Q4 | $305K | Buy |
3,984
+1
| +0% | +$76 | 0.06% | 97 |
|
|
2022
Q3 | $282K | Buy |
3,983
+100
| +3% | +$7.08K | 0.06% | 86 |
|
|
2022
Q2 | $331K | Sell |
3,883
-60
| -2% | -$5.12K | 0.08% | 83 |
|
|
2022
Q1 | $324K | Hold |
3,943
| – | – | 0.07% | 95 |
|
|
2021
Q4 | $310K | Hold |
3,943
| – | – | 0.06% | 99 |
|
|
2021
Q3 | $311K | Hold |
3,943
| – | – | 0.07% | 96 |
|
|
2021
Q2 | $305K | Sell |
3,943
-250
| -6% | -$19.3K | 0.07% | 97 |
|
|
2021
Q1 | $330K | Sell |
4,193
-140
| -3% | -$11K | 0.08% | 90 |
|
|
2020
Q4 | $322K | Sell |
4,333
-50
| -1% | -$3.72K | 0.08% | 89 |
|
|
2020
Q3 | $270K | Buy |
4,383
+50
| +1% | +$3.08K | 0.08% | 91 |
|
|
2020
Q2 | $233K | Buy |
+4,333
| New | +$233K | 0.08% | 83 |
|
|
2020
Q1 | – | Sell |
-4,408
| Closed | -$375K | – | 99 |
|
|
2019
Q4 | $375K | Hold |
4,408
| – | – | 0.14% | 63 |
|
|
2019
Q3 | $350K | Hold |
4,408
| – | – | 0.14% | 63 |
|
|
2019
Q2 | $312K | Sell |
4,408
-99
| -2% | -$7.01K | 0.13% | 63 |
|
|
2019
Q1 | $301K | Buy |
4,507
+607
| +16% | +$40.5K | 0.13% | 66 |
|
|
2018
Q4 | $244K | Buy |
3,900
+400
| +11% | +$25K | 0.12% | 69 |
|
|
2018
Q3 | $256K | Hold |
3,500
| – | – | 0.14% | 73 |
|
|
2018
Q2 | $239K | Hold |
3,500
| – | – | 0.16% | 70 |
|
|
2018
Q1 | $216K | Hold |
3,500
| – | – | 0.15% | 73 |
|
|
2017
Q4 | $214K | Buy |
+3,500
| New | +$214K | 0.15% | 76 |
|