Sendero Wealth Management’s Plexus PLXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Hold |
5,478
| – | – | 0.09% | 121 |
|
|
2025
Q1 | $702K | Buy |
5,478
+809
| +17% | +$104K | 0.1% | 120 |
|
|
2024
Q4 | $731K | Sell |
4,669
-1,501
| -24% | -$235K | 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% | +$68.7K | 0.13% | 106 |
|
|
2023
Q3 | $515K | Buy |
5,535
+810
| +17% | +$75.3K | 0.11% | 108 |
|
|
2023
Q2 | $464K | Buy |
4,725
+730
| +18% | +$71.7K | 0.1% | 114 |
|
|
2023
Q1 | $390K | Buy |
3,995
+665
| +20% | +$64.9K | 0.12% | 79 |
|
|
2022
Q4 | $343K | Buy |
+3,330
| New | +$343K | 0.12% | 81 |
|