SWM
Sendero Wealth Management’s Custom Truck One Source CTOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
390,797
+227,997
| +140% | +$1.13M | 0.24% | 67 |
|
|
2025
Q1 | $687K | Hold |
162,800
| – | – | 0.1% | 125 |
|
|
2024
Q4 | $783K | Hold |
162,800
| – | – | 0.12% | 100 |
|
|
2024
Q3 | $562K | Hold |
162,800
| – | – | 0.09% | 114 |
|
|
2024
Q2 | $708K | Buy |
162,800
+10,000
| +7% | +$43.5K | 0.12% | 97 |
|
|
2024
Q1 | $889K | Hold |
152,800
| – | – | 0.15% | 88 |
|
|
2023
Q4 | $944K | Buy |
152,800
+20,000
| +15% | +$124K | 0.18% | 83 |
|
|
2023
Q3 | $823K | Hold |
132,800
| – | – | 0.18% | 81 |
|
|
2023
Q2 | $895K | Buy |
+132,800
| New | +$895K | 0.2% | 81 |
|