Venturi Wealth Management’s Allegion ALLE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $557K | Sell |
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|
2025
Q2 | $457K | Sell |
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|
2025
Q1 | $502K | Buy |
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|
2024
Q4 | $353K | Buy |
|
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|
2024
Q3 | $316K | Buy |
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|
2024
Q2 | $159K | Buy |
|
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|
2024
Q1 | $22.2K | Buy |
|
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|
2023
Q4 | $20.7K | Sell |
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|
2023
Q3 | $17.3K | Hold |
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|
2023
Q2 | $19.9K | Buy |
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|
2023
Q1 | $13.4K | Buy |
|