Woodmont Investment Counsel’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $407K | Sell |
5,376
-26
| -0.5% | -$1.97K | 0.03% | 215 |
|
2025
Q1 | $405K | Buy |
5,402
+2
| +0% | +$150 | 0.03% | 207 |
|
2024
Q4 | $413K | Sell |
5,400
-401
| -7% | -$30.7K | 0.03% | 199 |
|
2024
Q3 | $453K | Sell |
5,801
-471
| -8% | -$36.8K | 0.03% | 189 |
|
2024
Q2 | $448K | Hold |
6,272
| – | – | 0.04% | 183 |
|
2024
Q1 | $509K | Hold |
6,272
| – | – | 0.04% | 174 |
|
2023
Q4 | $459K | Sell |
6,272
-518
| -8% | -$37.9K | 0.04% | 175 |
|
2023
Q3 | $448K | Sell |
6,790
-300
| -4% | -$19.8K | 0.05% | 170 |
|
2023
Q2 | $526K | Sell |
7,090
-181
| -2% | -$13.4K | 0.05% | 163 |
|
2023
Q1 | $562K | Hold |
7,271
| – | – | 0.06% | 162 |
|
2022
Q4 | $556K | Hold |
7,271
| – | – | 0.06% | 161 |
|
2022
Q3 | $514K | Buy |
7,271
+308
| +4% | +$21.8K | 0.06% | 169 |
|
2022
Q2 | $590K | Sell |
6,963
-62
| -0.9% | -$5.25K | 0.07% | 162 |
|
2022
Q1 | $574K | Buy |
+7,025
| New | +$574K | 0.07% | 174 |
|
2021
Q4 | – | Sell |
-2,550
| Closed | -$200K | – | 219 |
|
2021
Q3 | $200K | Sell |
2,550
-300
| -11% | -$23.5K | 0.03% | 201 |
|
2021
Q2 | $222K | Sell |
2,850
-3,486
| -55% | -$272K | 0.03% | 190 |
|
2021
Q1 | $499K | Sell |
6,336
-700
| -10% | -$55.1K | 0.08% | 132 |
|
2020
Q4 | $522K | Hold |
7,036
| – | – | 0.1% | 127 |
|
2020
Q3 | $438K | Sell |
7,036
-200
| -3% | -$12.5K | 0.09% | 129 |
|
2020
Q2 | $396K | Sell |
7,236
-25
| -0.3% | -$1.37K | 0.09% | 131 |
|
2020
Q1 | $331K | Sell |
7,261
-10,103
| -58% | -$461K | 0.09% | 137 |
|
2019
Q4 | $1.49M | Buy |
17,364
+1,211
| +7% | +$104K | 0.34% | 73 |
|
2019
Q3 | $1.28M | Sell |
16,153
-1,300
| -7% | -$103K | 0.31% | 78 |
|
2019
Q2 | $1.23M | Buy |
17,453
+98
| +0.6% | +$6.93K | 0.31% | 81 |
|
2019
Q1 | $1.16M | Buy |
17,355
+200
| +1% | +$13.4K | 0.3% | 79 |
|
2018
Q4 | $1.08M | Buy |
17,155
+1,050
| +7% | +$65.8K | 0.3% | 79 |
|
2018
Q3 | $1.18M | Sell |
16,105
-970
| -6% | -$71.1K | 0.32% | 77 |
|
2018
Q2 | $1.17M | Sell |
17,075
-208
| -1% | -$14.2K | 0.32% | 81 |
|
2018
Q1 | $1.04M | Sell |
17,283
-982
| -5% | -$58.9K | 0.29% | 84 |
|
2017
Q4 | $1.11M | Hold |
18,265
| – | – | 0.29% | 89 |
|
2017
Q3 | $985K | Sell |
18,265
-855
| -4% | -$46.1K | 0.27% | 95 |
|
2017
Q2 | $962K | Buy |
19,120
+3,130
| +20% | +$157K | 0.27% | 95 |
|
2017
Q1 | $885K | Hold |
15,990
| – | – | 0.26% | 102 |
|
2016
Q4 | $885K | Buy |
15,990
+58
| +0.4% | +$3.21K | 0.25% | 104 |
|
2016
Q3 | $781K | Hold |
15,932
| – | – | 0.22% | 105 |
|
2016
Q2 | $808K | Sell |
15,932
-170
| -1% | -$8.62K | 0.24% | 101 |
|
2016
Q1 | $752K | Hold |
16,102
| – | – | 0.23% | 103 |
|
2015
Q4 | $660K | Hold |
16,102
| – | – | 0.19% | 118 |
|
2015
Q3 | $627K | Buy |
16,102
+600
| +4% | +$23.4K | 0.19% | 119 |
|
2015
Q2 | $560K | Buy |
15,502
+2,225
| +17% | +$80.4K | 0.16% | 128 |
|
2015
Q1 | $501K | Sell |
13,277
-575
| -4% | -$21.7K | 0.15% | 128 |
|
2014
Q4 | $550K | Hold |
13,852
| – | – | 0.17% | 126 |
|
2014
Q3 | $526K | Sell |
13,852
-600
| -4% | -$22.8K | 0.15% | 145 |
|
2014
Q2 | $541K | Sell |
14,452
-150
| -1% | -$5.62K | 0.15% | 145 |
|
2014
Q1 | $528K | Sell |
14,602
-975
| -6% | -$35.3K | 0.15% | 147 |
|
2013
Q4 | $562K | Sell |
15,577
-1,900
| -11% | -$68.6K | 0.17% | 136 |
|
2013
Q3 | $556K | Buy |
17,477
+350
| +2% | +$11.1K | 0.2% | 121 |
|
2013
Q2 | $585K | Buy |
+17,127
| New | +$585K | 0.19% | 132 |
|