Venturi Wealth Management’s Assured Guaranty AGO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-684
Closed -$61.6K 588
2024
Q4
$61.6K Buy
684
+343
+101% +$30.9K ﹤0.01% 962
2024
Q3
$27.1K Sell
341
-31
-8% -$2.47K ﹤0.01% 942
2024
Q2
$28.7K Buy
372
+283
+318% +$21.8K ﹤0.01% 835
2024
Q1
$7.77K Buy
89
+58
+187% +$5.06K ﹤0.01% 982
2023
Q4
$2.32K Buy
+31
New +$2.32K ﹤0.01% 1180