Compass Ion Advisors’s Sysco SYY Stock Holding History

Compass Ion Advisors’s Portfolio SYY Stock Details SYY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$325K	Buy
2025 Q2	$298K	Sell
2025 Q1	$325K	Sell
2024 Q4	$377K	Hold
2024 Q3	$385K	Sell
2024 Q2	$402K	Hold
2024 Q1	$402K	Buy
2023 Q4	$359K	Buy
2023 Q3	$300K	Buy