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