Venturi Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$12.4M	Hold
2025 Q2	$14.5M	Hold
2025 Q1	$19.4M	Hold
2024 Q4	$24.1M	Sell
2024 Q3	$26.2M	Hold
2024 Q2	$24M	Sell
2024 Q1	$32.1M	Sell
2023 Q4	$28M	Buy