Venturi Wealth Management’s Agilent Technologies A Stock Holding History

Venturi Wealth Management’s Portfolio A Stock Details A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$108K	Buy
2024 Q3	$77.7K	Buy
2024 Q2	$34.6K	Buy
2024 Q1	$28.4K	Buy
2023 Q4	$22K	Buy
2023 Q3	$9.84K	Buy
2023 Q2	$6.86K	Buy
2023 Q1	$6.64K	Buy