Compass Wealth 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 | $353K | Sell |
4,665
-149
| -3% | -$11.3K | 0.08% | 123 |
|
|
2025
Q1 | $361K | Hold |
4,814
| – | – | 0.09% | 120 |
|
|
2024
Q4 | $368K | Hold |
4,814
| – | – | 0.09% | 123 |
|
|
2024
Q3 | $376K | Sell |
4,814
-1,125
| -19% | -$87.8K | 0.09% | 126 |
|
|
2024
Q2 | $424K | Sell |
5,939
-125
| -2% | -$8.92K | 0.1% | 120 |
|
|
2024
Q1 | $492K | Sell |
6,064
-300
| -5% | -$24.4K | 0.12% | 114 |
|
|
2023
Q4 | $465K | Sell |
6,364
-650
| -9% | -$47.5K | 0.13% | 115 |
|
|
2023
Q3 | $463K | Sell |
7,014
-1,593
| -19% | -$105K | 0.15% | 116 |
|
|
2023
Q2 | $639K | Hold |
8,607
| – | – | 0.19% | 105 |
|
|
2023
Q1 | $665K | Sell |
8,607
-1,625
| -16% | -$125K | 0.21% | 104 |
|
|
2022
Q4 | $782K | Buy |
+10,232
| New | +$782K | 0.26% | 96 |
|