SWM
Sendero Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.23M | Sell |
14,721
-1,745
| -11% | -$620K | 0.65% | 35 |
|
|
2025
Q1 | $5.77M | Sell |
16,466
-349
| -2% | -$122K | 0.8% | 31 |
|
|
2024
Q4 | $5.31M | Sell |
16,815
-1,025
| -6% | -$324K | 0.79% | 27 |
|
|
2024
Q3 | $4.91M | Buy |
17,840
+1,413
| +9% | +$389K | 0.77% | 29 |
|
|
2024
Q2 | $4.31M | Sell |
16,427
-4,340
| -21% | -$1.14M | 0.73% | 29 |
|
|
2024
Q1 | $5.8M | Sell |
20,767
-714
| -3% | -$199K | 1% | 22 |
|
|
2023
Q4 | $5.59M | Buy |
21,481
+339
| +2% | +$88.3K | 1.05% | 20 |
|
|
2023
Q3 | $4.86M | Sell |
21,142
-1,212
| -5% | -$279K | 1.04% | 18 |
|
|
2023
Q2 | $5.31M | Buy |
22,354
+1,664
| +8% | +$395K | 1.16% | 15 |
|
|
2023
Q1 | $4.66M | Buy |
20,690
+1,655
| +9% | +$373K | 1.43% | 8 |
|
|
2022
Q4 | $3.95M | Sell |
19,035
-884
| -4% | -$184K | 1.41% | 8 |
|
|
2022
Q3 | $3.54M | Buy |
19,919
+2,885
| +17% | +$513K | 1.47% | 9 |
|
|
2022
Q2 | $3.36M | Buy |
17,034
+2,314
| +16% | +$456K | 3.22% | 8 |
|
|
2022
Q1 | $3.27M | Sell |
14,720
-341
| -2% | -$75.6K | 1.51% | 9 |
|
|
2021
Q4 | $3.26M | Buy |
+15,061
| New | +$3.26M | 1.45% | 10 |
|