Carson Wealth (CWM LLC)’s TD Synnex SNX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $137K | Sell |
1,009
-7,797
| -89% | -$1.06M | ﹤0.01% | 2457 |
|
|
2025
Q1 | $916K | Buy |
8,806
+200
| +2% | +$20.8K | ﹤0.01% | 1175 |
|
|
2024
Q4 | $1.01M | Sell |
8,606
-40
| -0.5% | -$4.69K | ﹤0.01% | 1078 |
|
|
2024
Q3 | $1.04M | Buy |
8,646
+1,129
| +15% | +$136K | ﹤0.01% | 1004 |
|
|
2024
Q2 | $868K | Buy |
7,517
+3,872
| +106% | +$447K | ﹤0.01% | 970 |
|
|
2024
Q1 | $412K | Buy |
3,645
+2,643
| +264% | +$299K | ﹤0.01% | 1205 |
|
|
2023
Q4 | $108K | Sell |
1,002
-100
| -9% | -$10.8K | ﹤0.01% | 1710 |
|
|
2023
Q3 | $110K | Buy |
1,102
+726
| +193% | +$72.5K | ﹤0.01% | 1577 |
|
|
2023
Q2 | $35K | Sell |
376
-54
| -13% | -$5.03K | ﹤0.01% | 2254 |
|
|
2023
Q1 | $42K | Sell |
430
-9
| -2% | -$879 | ﹤0.01% | 1991 |
|
|
2022
Q4 | $42K | Buy |
439
+55
| +14% | +$5.26K | ﹤0.01% | 1846 |
|
|
2022
Q3 | $31K | Buy |
384
+52
| +16% | +$4.2K | ﹤0.01% | 1943 |
|
|
2022
Q2 | $30K | Buy |
332
+50
| +18% | +$4.52K | ﹤0.01% | 1891 |
|
|
2022
Q1 | $29K | Sell |
282
-47
| -14% | -$4.83K | ﹤0.01% | 1858 |
|
|
2021
Q4 | $38K | Buy |
+329
| New | +$38K | ﹤0.01% | 1687 |
|
|
2021
Q2 | $18K | Hold |
148
| – | – | ﹤0.01% | 1840 |
|
|
2021
Q1 | $18K | Hold |
148
| – | – | ﹤0.01% | 1840 |
|
|
2020
Q4 | $18K | Sell |
148
-148
| -50% | -$18K | ﹤0.01% | 1840 |
|
|
2020
Q3 | $18K | Hold |
296
| – | – | ﹤0.01% | 1840 |
|
|
2020
Q2 | $18K | Hold |
296
| – | – | ﹤0.01% | 1840 |
|
|
2020
Q1 | $18K | Hold |
296
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q4 | $18K | Hold |
296
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q3 | $18K | Hold |
296
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q2 | $18K | Hold |
296
| – | – | ﹤0.01% | 1840 |
|
|
2019
Q1 | $18K | Buy |
296
+238
| +410% | +$14.5K | ﹤0.01% | 1840 |
|
|
2018
Q4 | $2K | Buy |
58
+8
| +16% | +$276 | ﹤0.01% | 1789 |
|
|
2018
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 1557 |
|