Athena Investment Management’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $340K | Buy |
4,494
+46
| +1% | +$3.48K | 0.19% | 110 |
|
|
2025
Q1 | $334K | Sell |
4,448
-34
| -0.8% | -$2.55K | 0.2% | 106 |
|
|
2024
Q4 | $343K | Hold |
4,482
| – | – | 0.2% | 108 |
|
|
2024
Q3 | $350K | Buy |
4,482
+12
| +0.3% | +$937 | 0.2% | 114 |
|
|
2024
Q2 | $319K | Buy |
4,470
+100
| +2% | +$7.14K | 0.19% | 112 |
|
|
2024
Q1 | $355K | Hold |
4,370
| – | – | 0.21% | 107 |
|
|
2023
Q4 | $320K | Buy |
4,370
+688
| +19% | +$50.3K | 0.21% | 107 |
|
|
2023
Q3 | $243K | Buy |
3,682
+596
| +19% | +$39.4K | 0.17% | 118 |
|
|
2023
Q2 | $229K | Buy |
3,086
+81
| +3% | +$6.01K | 0.16% | 129 |
|
|
2023
Q1 | $232K | Buy |
3,005
+90
| +3% | +$6.95K | 0.17% | 127 |
|
|
2022
Q4 | $223K | Buy |
+2,915
| New | +$223K | 0.16% | 126 |
|
|
2022
Q3 | – | Sell |
-2,745
| Closed | -$233K | – | 130 |
|
|
2022
Q2 | $233K | Buy |
2,745
+120
| +5% | +$10.2K | 0.18% | 117 |
|
|
2022
Q1 | $210K | Buy |
+2,625
| New | +$210K | 0.16% | 111 |
|