SWM
Sendero Wealth Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
3,650
-273
| -7% | -$83K | 0.14% | 89 |
|
|
2025
Q1 | $1.05M | Sell |
3,923
-1,566
| -29% | -$420K | 0.15% | 86 |
|
|
2024
Q4 | $1.35M | Hold |
5,489
| – | – | 0.2% | 75 |
|
|
2024
Q3 | $1.26M | Hold |
5,489
| – | – | 0.2% | 67 |
|
|
2024
Q2 | $1.11M | Buy |
5,489
+521
| +10% | +$105K | 0.19% | 72 |
|
|
2024
Q1 | $969K | Sell |
4,968
-1,978
| -28% | -$386K | 0.17% | 81 |
|
|
2023
Q4 | $1.07M | Buy |
6,946
+1,612
| +30% | +$249K | 0.2% | 76 |
|
|
2023
Q3 | $690K | Buy |
+5,334
| New | +$690K | 0.15% | 93 |
|
|
2022
Q3 | – | Sell |
-4,819
| Closed | -$437K | – | 110 |
|
|
2022
Q2 | $437K | Buy |
4,819
+1,649
| +52% | +$150K | 0.42% | 58 |
|
|
2022
Q1 | $352K | Buy |
+3,170
| New | +$352K | 0.16% | 66 |
|