AE Wealth Management’s TD Synnex SNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.9M Sell
14,031
-5
-0% -$678 0.01% 548
2025
Q1
$1.46M Sell
14,036
-644
-4% -$67K 0.01% 613
2024
Q4
$1.72M Sell
14,680
-515
-3% -$60.4K 0.01% 572
2024
Q3
$1.82M Sell
15,195
-1,572
-9% -$189K 0.02% 560
2024
Q2
$1.93M Sell
16,767
-1,158
-6% -$134K 0.02% 528
2024
Q1
$2.03M Sell
17,925
-25,911
-59% -$2.93M 0.02% 485
2023
Q4
$4.62M Buy
43,836
+17,387
+66% +$1.83M 0.02% 621
2023
Q3
$2.64M Sell
26,449
-3,500
-12% -$350K 0.02% 751
2023
Q2
$2.82M Buy
+29,949
New +$2.82M 0.02% 726