Venturi Wealth Management’s Arm ARM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$243K	Buy	+1,500	New	+$243K	0.01%	473
2025 Q1	–	Sell	-1,500	Closed	-$185K	–	648
2024 Q4	$185K	Buy	+1,500	New	+$185K	0.01%	567