Concurrent Investment 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 | $2.55M | Buy |
33,654
+1,024
| +3% | +$77.6K | 0.05% | 366 |
|
2025
Q1 | $2.45M | Buy |
32,630
+4,811
| +17% | +$361K | 0.06% | 328 |
|
2024
Q4 | $2.13M | Buy |
27,819
+4,356
| +19% | +$333K | 0.06% | 307 |
|
2024
Q3 | $1.83M | Sell |
23,463
-1,191
| -5% | -$93K | 0.05% | 335 |
|
2024
Q2 | $1.76M | Buy |
24,654
+18,696
| +314% | +$1.33M | 0.06% | 302 |
|
2024
Q1 | $484K | Sell |
5,958
-2,214
| -27% | -$180K | 0.02% | 556 |
|
2023
Q4 | $598K | Buy |
+8,172
| New | +$598K | 0.03% | 457 |
|