SWM
Sendero Wealth Management’s FirstCash FCFS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Buy |
7,580
+88
| +1% | +$11.9K | 0.13% | 97 |
|
|
2025
Q1 | $901K | Buy |
7,492
+1,098
| +17% | +$132K | 0.13% | 97 |
|
|
2024
Q4 | $662K | Buy |
6,394
+2,781
| +77% | +$288K | 0.1% | 112 |
|
|
2024
Q3 | $415K | Hold |
3,613
| – | – | 0.07% | 134 |
|
|
2024
Q2 | $379K | Sell |
3,613
-1,019
| -22% | -$107K | 0.06% | 132 |
|
|
2024
Q1 | $591K | Hold |
4,632
| – | – | 0.1% | 112 |
|
|
2023
Q4 | $502K | Sell |
4,632
-1,026
| -18% | -$111K | 0.09% | 117 |
|
|
2023
Q3 | $568K | Buy |
5,658
+865
| +18% | +$86.8K | 0.12% | 103 |
|
|
2023
Q2 | $447K | Buy |
4,793
+710
| +17% | +$66.3K | 0.1% | 117 |
|
|
2023
Q1 | $389K | Buy |
4,083
+680
| +20% | +$64.9K | 0.12% | 80 |
|
|
2022
Q4 | $296K | Buy |
+3,403
| New | +$296K | 0.11% | 85 |
|