Montag & Associates’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 | $440K | Sell |
|
|||||
|
2025
Q2 | $568K | Sell |
|
|||||
|
2025
Q1 | $457K | Hold |
|
|||||
|
2024
Q4 | $516K | Hold |
|
|||||
|
2024
Q3 | $528K | Sell |
|
|||||
|
2024
Q2 | $525K | Sell |
|
|||||
|
2024
Q1 | $531K | Hold |
|
|||||
|
2023
Q4 | $506K | Hold |
|
|||||
|
2023
Q3 | $469K | Hold |
|
|||||
|
2023
Q2 | $442K | Hold |
|
|||||
|
2023
Q1 | $455K | Hold |
|
|||||
|
2022
Q4 | $445K | Buy |
|
|||||
|
2022
Q3 | $357K | Hold |
|
|||||
|
2022
Q2 | $401K | Buy |
|
|||||
|
2022
Q1 | $307K | Buy |
|
|||||
|
2021
Q4 | $140K | Hold |
|
|||||
|
2021
Q3 | $128K | Hold |
|
|||||
|
2021
Q2 | $149K | Hold |
|
|||||
|
2021
Q1 | $141K | Hold |
|
|||||
|
2020
Q4 | $100K | Buy |
|