Wolf Group Capital Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.57M | Sell |
20,862
-1,587
| -7% | -$119K | 0.53% | 58 |
|
|
2024
Q4 | $1.67M | Hold |
22,449
| – | – | 0.81% | 44 |
|
|
2024
Q3 | $1.67M | Buy |
22,449
+1,407
| +7% | +$104K | 0.79% | 45 |
|
|
2024
Q2 | $1.5M | Sell |
21,042
-1,407
| -6% | -$100K | 0.59% | 60 |
|
|
2024
Q1 | $1.67M | Hold |
22,449
| – | – | 0.79% | 45 |
|
|
2023
Q4 | $1.67M | Buy |
22,449
+1,098
| +5% | +$81.5K | 0.79% | 45 |
|
|
2023
Q3 | $1.41M | Sell |
21,351
-1,098
| -5% | -$72.5K | 0.67% | 57 |
|
|
2023
Q2 | $1.6M | Sell |
22,449
-482
| -2% | -$34.4K | 0.8% | 45 |
|
|
2023
Q1 | $1.77M | Sell |
22,931
-1,991
| -8% | -$154K | 0.88% | 40 |
|
|
2022
Q4 | $1.91M | Sell |
24,922
-1,383
| -5% | -$106K | 0.9% | 38 |
|
|
2022
Q3 | $1.86M | Sell |
26,305
-138
| -0.5% | -$9.76K | 1.02% | 32 |
|
|
2022
Q2 | $2.24M | Sell |
26,443
-3,591
| -12% | -$304K | 1.16% | 29 |
|
|
2022
Q1 | $2.45M | Sell |
30,034
-61,991
| -67% | -$5.06M | 1.25% | 25 |
|
|
2021
Q4 | $7.23M | Buy |
92,025
+61,897
| +205% | +$4.86M | 1.18% | 27 |
|
|
2021
Q3 | $2.37M | Sell |
30,128
-68
| -0.2% | -$5.34K | 1.29% | 22 |
|
|
2021
Q2 | $2.35M | Buy |
30,196
+792
| +3% | +$61.6K | 1.26% | 24 |
|
|
2021
Q1 | $2.32M | Buy |
29,404
+660
| +2% | +$52K | 1.33% | 23 |
|
|
2020
Q4 | $2.13M | Sell |
28,744
-71
| -0.2% | -$5.27K | 1.32% | 22 |
|
|
2020
Q3 | $1.79M | Buy |
+28,815
| New | +$1.79M | 1.25% | 31 |
|
|
2014
Q1 | – | Sell |
-11,146
| Closed | -$402K | – | 96 |
|
|
2013
Q4 | $402K | Buy |
+11,146
| New | +$402K | 0.32% | 81 |
|