WoodTrust Financial’s Sysco SYY Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,493	Closed	-$249K	–	192
2024 Q2	$249K	Sell	3,493 -7	-0.2%	-$499	0.04%	152
2024 Q1	$284	Buy	3,500 +1	+0%	–	0.05%	147
2023 Q4	$256K	Buy	3,499 +6	+0.2%	+$439	0.04%	144
2023 Q3	$231K	Hold	3,493	–	–	0.04%	139
2023 Q2	$259K	Hold	3,493	–	–	0.05%	134
2023 Q1	$270K	Hold	3,493	–	–	0.05%	127
2022 Q4	$267K	Buy	3,493 +60	+2%	+$4.59K	0.06%	130
2022 Q3	$243K	Sell	3,433 -334	-9%	-$23.6K	0.05%	131
2022 Q2	$319K	Sell	3,767 -600	-14%	-$50.8K	0.07%	119
2022 Q1	$357K	Hold	4,367	–	–	0.07%	115
2021 Q4	$343K	Hold	4,367	–	–	0.07%	106
2021 Q3	$343K	Sell	4,367 -114	-3%	-$8.95K	0.08%	102
2021 Q2	$348K	Buy	4,481 +114	+3%	+$8.85K	0.09%	89
2021 Q1	$344K	Hold	4,367	–	–	0.1%	65
2020 Q4	$324K	Hold	4,367	–	–	0.1%	68
2020 Q3	$272K	Hold	4,367	–	–	0.1%	77
2020 Q2	$239K	Buy	+4,367	New	+$239K	0.1%	74
2020 Q1	–	Sell	-4,387	Closed	-$375K	–	77
2019 Q4	$375K	Sell	4,387 -280	-6%	-$23.9K	0.15%	59
2019 Q3	$371K	Hold	4,667	–	–	0.16%	55
2019 Q2	$330K	Hold	4,667	–	–	0.15%	61
2019 Q1	$312K	Hold	4,667	–	–	0.15%	60
2018 Q4	$292K	Hold	4,667	–	–	0.16%	64
2018 Q3	$342K	Hold	4,667	–	–	0.17%	63
2018 Q2	$319K	Hold	4,667	–	–	0.17%	63
2018 Q1	$280K	Hold	4,667	–	–	0.15%	64
2017 Q4	$283K	Buy	+4,667	New	+$283K	0.15%	63