Naples Global Advisors’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $932K | Buy |
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|
2025
Q2 | $781K | Buy |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $673K | Hold |
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|
2024
Q3 | $636K | Sell |
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|
2024
Q2 | $538K | Sell |
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|
2024
Q1 | $569K | Buy |
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|
2023
Q4 | $494K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $328K | Hold |
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|
2023
Q1 | $359K | Hold |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $426K | Hold |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $461K | Hold |
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|
2021
Q2 | $420K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $317K | Buy |
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