SWM
Sendero Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.39M | Buy |
+19,762
| New | +$5.39M | 0.67% | 33 |
|
|
2025
Q1 | – | Sell |
-13,899
| Closed | -$4.65M | – | 188 |
|
|
2024
Q4 | $4.65M | Sell |
13,899
-8,768
| -39% | -$2.93M | 0.69% | 35 |
|
|
2024
Q3 | $6.2M | Buy |
22,667
+3,738
| +20% | +$1.02M | 0.98% | 25 |
|
|
2024
Q2 | $4.87M | Buy |
18,929
+7,286
| +63% | +$1.87M | 0.82% | 27 |
|
|
2024
Q1 | $3.51M | Sell |
11,643
-4,338
| -27% | -$1.31M | 0.6% | 33 |
|
|
2023
Q4 | $4.21M | Sell |
15,981
-1,583
| -9% | -$417K | 0.79% | 27 |
|
|
2023
Q3 | $3.56M | Sell |
17,564
-719
| -4% | -$146K | 0.76% | 27 |
|
|
2023
Q2 | $3.86M | Sell |
18,283
-1,404
| -7% | -$297K | 0.84% | 24 |
|
|
2023
Q1 | $3.93M | Buy |
19,687
+7,693
| +64% | +$1.54M | 1.2% | 10 |
|
|
2022
Q4 | $1.59M | Buy |
11,994
+8,381
| +232% | +$1.11M | 0.57% | 33 |
|
|
2022
Q3 | $520K | Buy |
+3,613
| New | +$520K | 0.22% | 63 |
|