Compass Ion Advisors’s Sysco SYY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Sell |
3,938
-400
| -9% | -$30.3K | 0.03% | 214 |
|
|
2025
Q1 | $325K | Sell |
4,338
-593
| -12% | -$44.5K | 0.04% | 200 |
|
|
2024
Q4 | $377K | Hold |
4,931
| – | – | 0.04% | 189 |
|
|
2024
Q3 | $385K | Sell |
4,931
-20
| -0.4% | -$1.56K | 0.05% | 188 |
|
|
2024
Q2 | $402K | Hold |
4,951
| – | – | 0.06% | 160 |
|
|
2024
Q1 | $402K | Buy |
4,951
+35
| +0.7% | +$2.84K | 0.06% | 160 |
|
|
2023
Q4 | $359K | Buy |
4,916
+376
| +8% | +$27.5K | 0.06% | 166 |
|
|
2023
Q3 | $300K | Buy |
+4,540
| New | +$300K | 0.05% | 185 |
|