Bergan Kdv Wealth Management, LLC Sysco Corp Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Sysco Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 1,231 shares of SYY stock, worth $94,036. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,231

Previous 1,267 2.84%

Holding current value

$94,036

Previous $97,000 6.19%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$69.52 - $78.32 $2,502 - $2,819	-36 Reduced 2.84%	1,231 $91,000
Q4 2022 Jan 31, 2023	SELL	$72.09 - $86.56 $360 - $432	-5 Reduced 0.39%	1,267 $96,000
Q2 2022 Jul 13, 2022	BUY	$76.98 - $89.74 $38,490 - $44,870	500 Added 64.77%	1,272 $108,000
Q1 2022 May 09, 2022	SELL	$75.31 - $88.37 $225 - $265	-3 Reduced 0.39%	772 $63,000
Q4 2021 Jan 28, 2022	SELL	$68.07 - $83.35 $34,307 - $42,008	-504 Reduced 39.41%	775 $61,000
Q3 2021 Nov 12, 2021	BUY	$70.47 - $81.66 $28,751 - $33,317	408 Added 46.84%	1,279 $100,000
Q2 2021 Aug 10, 2021	BUY	$74.71 - $86.26 $44,377 - $51,238	594 Added 214.44%	871 $68,000
Q4 2020 Feb 04, 2021	SELL	$54.79 - $78.12 $273 - $390	-5 Reduced 1.77%	277 $21,000
Q3 2020 Nov 05, 2020	BUY	$50.98 - $68.4 $6,831 - $9,165	134 Added 90.54%	282 $18,000
Q2 2020 Aug 13, 2020	SELL	$39.5 - $64.11 $3,752 - $6,090	-95 Reduced 39.09%	148 $8,000
Q4 2019 Feb 10, 2020	SELL	$77.57 - $85.8 $99,212 - $109,738	-1,279 Reduced 84.03%	243 $21,000
Q1 2019 May 09, 2019	SELL	$61.37 - $67.58 $28,046 - $30,884	-457 Reduced 23.09%	1,522 $102,000
Q4 2018 Feb 01, 2019	SELL	$59.95 - $73.28 $143,760 - $175,725	-2,398 Reduced 54.79%	1,979 $124,000
Q3 2018 Nov 09, 2018	SELL	$66.67 - $75.78 $1.63 Million - $1.86 Million	-24,485 Reduced 84.83%	4,377 $321,000
Q2 2018 Jul 23, 2018	SELL	$58.36 - $68.35 $95,360 - $111,683	-1,634 Reduced 5.36%	28,862 $1.97 Million
Q1 2018 May 03, 2018	BUY	$57.0 - $64.12 $53,124 - $59,759	932 Added 3.15%	30,496 $1.83 Million
Q4 2017 Jan 16, 2018	SELL	$52.59 - $62.64 $53,484 - $63,704	-1,017 Reduced 3.33%	29,564 $1.8 Million
Q3 2017 Oct 18, 2017	BUY	$50.87 - $54.39 $1.56 Million - $1.66 Million	30,581	30,581 $1.65 Million

Others Institutions Holding SYY

# of Institutions

1,658

Shares Held

410M

Call Options Held

2.24M

Put Options Held

1.25M

View Full List

About SYSCO CORP

Ticker SYY
Exchange NYSE
Sector Consumer Defensive
Industry Food Distribution
Shares Outstandng 506,758,016
Market Cap $38.7B
Description
Sysco Corporation, through its subsidiaries, engages in the marketing and distribution of various food and related products primarily to the foodservice or food-away-from-home industry in the United States, Canada, the United Kingdom, France, and internationally. It operates through U.S. Foodservice Operations, International Foodservice Operatio...

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Bergan Kdv Wealth Management, LLC Sysco Corp Transaction History