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Sendero Wealth Management’s Plexus PLXS Stock Holding History

Sendero Wealth Management’s Portfolio PLXS Stock Details PLXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,166
Closed -$1.2M – 213
2025
Q4 		$1.2M Hold
8,166
– – 0.13% 93
2025
Q3 		$1.18M Buy
8,166
+2,688
+49% +$363K 0.14% 87
2025
Q2 		$741K Hold
5,478
– – 0.09% 121
2025
Q1 		$702K Buy
5,478
+809
+17% +$114K 0.1% 120
2024
Q4 		$731K Sell
4,669
-1,501
-24% -$229K 0.11% 105
2024
Q3 		$844K Hold
6,170
– – 0.13% 92
2024
Q2 		$637K Hold
6,170
– – 0.11% 106
2024
Q1 		$585K Hold
6,170
– – 0.1% 113
2023
Q4 		$667K Buy
6,170
+635
+11% +$63.8K 0.13% 106
2023
Q3 		$515K Buy
5,535
+810
+17% +$78.5K 0.11% 108
2023
Q2 		$464K Buy
4,725
+730
+18% +$66.9K 0.1% 114
2023
Q1 		$390K Buy
3,995
+665
+20% +$66.7K 0.12% 79
2022
Q4 		$343K Buy
+3,330
New +$337K 0.12% 81

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