Wintrust Investments’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-685
| Closed | -$53K | – | 504 |
|
|
2024
Q3 | $53K | Sell |
685
-5,853
| -90% | -$453K | 0.04% | 305 |
|
|
2024
Q2 | $467K | Sell |
6,538
-927
| -12% | -$66.2K | 0.04% | 296 |
|
|
2024
Q1 | $606K | Sell |
7,465
-198
| -3% | -$16.1K | 0.05% | 255 |
|
|
2023
Q4 | $560K | Sell |
7,663
-348
| -4% | -$25.4K | 0.05% | 256 |
|
|
2023
Q3 | $529K | Buy |
8,011
+46
| +0.6% | +$3.04K | 0.06% | 249 |
|
|
2023
Q2 | $591K | Sell |
7,965
-309
| -4% | -$22.9K | 0.06% | 247 |
|
|
2023
Q1 | $639K | Sell |
8,274
-495
| -6% | -$38.2K | 0.08% | 179 |
|
|
2022
Q4 | $670K | Buy |
8,769
+3
| +0% | +$229 | 0.09% | 176 |
|
|
2022
Q3 | $620K | Sell |
8,766
-699
| -7% | -$49.4K | 0.08% | 195 |
|
|
2022
Q2 | $802K | Buy |
9,465
+2
| +0% | +$169 | 0.1% | 165 |
|
|
2022
Q1 | $773K | Sell |
9,463
-534
| -5% | -$43.6K | 0.07% | 198 |
|
|
2021
Q4 | $785K | Buy |
+9,997
| New | +$785K | 0.07% | 201 |
|
|
2021
Q3 | – | Sell |
-10,731
| Closed | -$834K | – | 388 |
|
|
2021
Q2 | $834K | Sell |
10,731
-402
| -4% | -$31.2K | 0.09% | 185 |
|
|
2021
Q1 | $877K | Buy |
+11,133
| New | +$877K | 0.09% | 182 |
|
|
2020
Q4 | – | Sell |
-11,573
| Closed | -$720K | – | 327 |
|
|
2020
Q3 | $720K | Hold |
11,573
| – | – | 0.1% | 153 |
|
|
2020
Q2 | $633K | Sell |
11,573
-2,618
| -18% | -$143K | 0.09% | 160 |
|
|
2020
Q1 | $648K | Buy |
14,191
+11,552
| +438% | +$527K | 0.11% | 136 |
|
|
2019
Q4 | $226K | Sell |
2,639
-188
| -7% | -$16.1K | 0.03% | 329 |
|
|
2019
Q3 | $224K | Sell |
2,827
-550
| -16% | -$43.6K | 0.03% | 325 |
|
|
2019
Q2 | $239K | Buy |
3,377
+7
| +0.2% | +$495 | 0.04% | 325 |
|
|
2019
Q1 | $225K | Sell |
3,370
-37
| -1% | -$2.47K | 0.04% | 316 |
|
|
2018
Q4 | $213K | Hold |
3,407
| – | – | 0.04% | 304 |
|
|
2018
Q3 | $250K | Sell |
3,407
-72
| -2% | -$5.28K | 0.04% | 311 |
|
|
2018
Q2 | $238K | Hold |
3,479
| – | – | 0.04% | 312 |
|
|
2018
Q1 | $209K | Buy |
3,479
+7
| +0.2% | +$421 | 0.05% | 241 |
|
|
2017
Q4 | $211K | Buy |
+3,472
| New | +$211K | 0.05% | 265 |
|
|
2017
Q1 | – | Sell |
-3,703
| Closed | -$205K | – | 297 |
|
|
2016
Q4 | $205K | Sell |
3,703
-827
| -18% | -$45.8K | 0.09% | 197 |
|
|
2016
Q3 | $222K | Sell |
4,530
-999
| -18% | -$49K | 0.1% | 174 |
|
|
2016
Q2 | $81K | Buy |
+5,529
| New | +$81K | 0.16% | 50 |
|