Forum Financial 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 | $383K | Buy |
2,823
+300
| +12% | +$40.7K | 0.01% | 526 |
|
2025
Q1 | $262K | Buy |
2,523
+9
| +0.4% | +$936 | ﹤0.01% | 665 |
|
2024
Q4 | $295K | Buy |
2,514
+229
| +10% | +$26.9K | ﹤0.01% | 627 |
|
2024
Q3 | $274K | Buy |
2,285
+1
| +0% | +$120 | ﹤0.01% | 560 |
|
2024
Q2 | $264K | Buy |
2,284
+4
| +0.2% | +$462 | ﹤0.01% | 533 |
|
2024
Q1 | $258K | Hold |
2,280
| – | – | ﹤0.01% | 573 |
|
2023
Q4 | $245K | Hold |
2,280
| – | – | ﹤0.01% | 548 |
|
2023
Q3 | $228K | Hold |
2,280
| – | – | 0.01% | 535 |
|
2023
Q2 | $214K | Buy |
2,280
+6
| +0.3% | +$564 | ﹤0.01% | 586 |
|
2023
Q1 | $220K | Hold |
2,274
| – | – | 0.01% | 517 |
|
2022
Q4 | $215K | Buy |
+2,274
| New | +$215K | 0.01% | 526 |
|
2022
Q3 | – | Sell |
-2,615
| Closed | -$238K | – | 595 |
|
2022
Q2 | $238K | Buy |
+2,615
| New | +$238K | 0.01% | 449 |
|