Caldwell Trust’s TD Synnex SNX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.17K Hold
2025
Q2
$7.6K Hold
2025
Q1
$5.82K Hold
2024
Q4
$6.57K Hold
2024
Q3
$6.72K Hold
2024
Q2
$6.46K Hold
2024
Q1
$6.33K Hold
2023
Q4
$6.03K Hold
2023
Q3
$5.59K Hold
2023
Q2
$5.26K Hold
2023
Q1
$5.42K Hold
2022
Q4
$5.3K Hold
2022
Q3
$4.55K Hold
2022
Q2
$5.1K Hold
2022
Q1
$5.78K Hold
2021
Q4
$6.4K Hold
2021
Q3
$5.83K Hold
2021
Q2
$6.82K Hold
2021
Q1
$6.43K Hold
2020
Q4
$4.56K Sell
2020
Q3
$7.84K Hold
2020
Q2
$6.71K Hold
2020
Q1
$4.09K Hold
2019
Q4
$7.21K Buy