NGA
Naples Global Advisors’s Sysco SYY Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $216K | Hold |
2,845
| – | – | 0.02% | 404 |
|
2025
Q1 | $214K | Hold |
2,845
| – | – | 0.02% | 388 |
|
2024
Q4 | $218K | Sell |
2,845
-170
| -6% | -$13K | 0.02% | 383 |
|
2024
Q3 | $235K | Sell |
3,015
-6
| -0.2% | -$468 | 0.02% | 375 |
|
2024
Q2 | $216K | Sell |
3,021
-281
| -9% | -$20.1K | 0.02% | 377 |
|
2024
Q1 | $268K | Buy |
3,302
+81
| +3% | +$6.58K | 0.03% | 359 |
|
2023
Q4 | $236K | Hold |
3,221
| – | – | 0.03% | 370 |
|
2023
Q3 | $213K | Buy |
3,221
+200
| +7% | +$13.2K | 0.03% | 378 |
|
2023
Q2 | $224K | Buy |
3,021
+170
| +6% | +$12.6K | 0.03% | 370 |
|
2023
Q1 | $220K | Sell |
2,851
-170
| -6% | -$13.1K | 0.03% | 373 |
|
2022
Q4 | $231K | Buy |
+3,021
| New | +$231K | 0.03% | 361 |
|
2022
Q3 | – | Sell |
-2,636
| Closed | -$224K | – | 381 |
|
2022
Q2 | $224K | Buy |
2,636
+4
| +0.2% | +$340 | 0.03% | 357 |
|
2022
Q1 | $215K | Sell |
2,632
-185
| -7% | -$15.1K | 0.02% | 378 |
|
2021
Q4 | $221K | Buy |
2,817
+195
| +7% | +$15.3K | 0.03% | 380 |
|
2021
Q3 | $206K | Buy |
2,622
+5
| +0.2% | +$393 | 0.03% | 372 |
|
2021
Q2 | $203K | Buy |
2,617
+5
| +0.2% | +$388 | 0.03% | 370 |
|
2021
Q1 | $206K | Buy |
+2,612
| New | +$206K | 0.03% | 353 |
|
2020
Q1 | – | Sell |
-2,885
| Closed | -$247K | – | 334 |
|
2019
Q4 | $247K | Buy |
+2,885
| New | +$247K | 0.05% | 291 |
|