Wunderlich Capital Managemnt’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $71.4K | Buy |
+1,000
| New | +$71.4K | 0.03% | 84 |
|
2022
Q2 | – | Sell |
-16,736
| Closed | -$1.37M | – | 95 |
|
2022
Q1 | $1.37M | Sell |
16,736
-342
| -2% | -$27.9K | 0.64% | 64 |
|
2021
Q4 | $1.34M | Buy |
17,078
+14,974
| +712% | +$1.18M | 0.6% | 65 |
|
2021
Q3 | $165K | Buy |
+2,104
| New | +$165K | 0.08% | 88 |
|
2020
Q1 | – | Sell |
-23,255
| Closed | -$1.99M | – | 86 |
|
2019
Q4 | $1.99M | Sell |
23,255
-318
| -1% | -$27.2K | 1.25% | 39 |
|
2019
Q3 | $1.87M | Sell |
23,573
-86
| -0.4% | -$6.83K | 1.29% | 41 |
|
2019
Q2 | $1.67M | Buy |
23,659
+493
| +2% | +$34.9K | 1.11% | 46 |
|
2019
Q1 | $1.55M | Buy |
23,166
+188
| +0.8% | +$12.5K | 1.08% | 49 |
|
2018
Q4 | $1.44M | Sell |
22,978
-156
| -0.7% | -$9.78K | 1.11% | 42 |
|
2018
Q3 | $1.7M | Sell |
23,134
-1,106
| -5% | -$81K | 1.2% | 41 |
|
2018
Q2 | $1.66M | Buy |
24,240
+88
| +0.4% | +$6.01K | 1.15% | 44 |
|
2018
Q1 | $1.45M | Buy |
24,152
+17,605
| +269% | +$1.06M | 0.99% | 53 |
|
2017
Q4 | $398K | Buy |
+6,547
| New | +$398K | 0.28% | 82 |
|
2017
Q1 | – | Sell |
-26,879
| Closed | -$1.49M | – | 99 |
|
2016
Q4 | $1.49M | Buy |
26,879
+209
| +0.8% | +$11.6K | 1.21% | 36 |
|
2016
Q3 | $1.31M | Sell |
26,670
-502
| -2% | -$24.6K | 1.04% | 56 |
|
2016
Q2 | $1.38M | Sell |
27,172
-939
| -3% | -$47.7K | 1.17% | 41 |
|
2016
Q1 | $1.31M | Sell |
28,111
-1,020
| -4% | -$47.7K | 1.13% | 50 |
|
2015
Q4 | $1.19M | Sell |
29,131
-249
| -0.8% | -$10.2K | 1.03% | 55 |
|
2015
Q3 | $1.15M | Buy |
29,380
+14
| +0% | +$546 | 1.06% | 49 |
|
2015
Q2 | $1.06M | Sell |
29,366
-287
| -1% | -$10.4K | 1.03% | 54 |
|
2015
Q1 | $1.11M | Sell |
29,653
-121
| -0.4% | -$4.53K | 1% | 54 |
|
2014
Q4 | $1.18M | Buy |
29,774
+321
| +1% | +$12.7K | 1% | 57 |
|
2014
Q3 | $1.11M | Buy |
29,453
+212
| +0.7% | +$7.99K | 1% | 65 |
|
2014
Q2 | $1.1M | Sell |
29,241
-22
| -0.1% | -$828 | 1.01% | 66 |
|
2014
Q1 | $1.06M | Buy |
29,263
+177
| +0.6% | +$6.41K | 1% | 67 |
|
2013
Q4 | $1.05M | Buy |
+29,086
| New | +$1.05M | 1.01% | 56 |
|