SWM
Sendero Wealth Management’s Donaldson DCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Hold |
14,481
| – | – | 0.13% | 99 |
|
|
2025
Q1 | $971K | Buy |
14,481
+3,735
| +35% | +$250K | 0.13% | 92 |
|
|
2024
Q4 | $724K | Buy |
10,746
+1,860
| +21% | +$125K | 0.11% | 107 |
|
|
2024
Q3 | $655K | Hold |
8,886
| – | – | 0.1% | 102 |
|
|
2024
Q2 | $636K | Hold |
8,886
| – | – | 0.11% | 107 |
|
|
2024
Q1 | $664K | Hold |
8,886
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $581K | Buy |
8,886
+725
| +9% | +$47.4K | 0.11% | 108 |
|
|
2023
Q3 | $487K | Buy |
8,161
+1,245
| +18% | +$74.3K | 0.1% | 111 |
|
|
2023
Q2 | $432K | Buy |
6,916
+301
| +5% | +$18.8K | 0.09% | 118 |
|
|
2023
Q1 | $432K | Buy |
6,615
+1,125
| +20% | +$73.5K | 0.13% | 73 |
|
|
2022
Q4 | $323K | Buy |
+5,490
| New | +$323K | 0.11% | 83 |
|