Venturi Wealth Management’s Brunswick BC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$5.69K	Sell
2024 Q3	$17K	Buy
2024 Q2	$13.7K	Sell
2024 Q1	$23.5K	Sell
2023 Q4	$28.3K	Sell
2023 Q3	$937K	Buy
2017 Q2	–	Sell
2017 Q1	$207K	Buy