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