Venturi Wealth Management’s Biohaven BHVN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-3,117
| Closed | -$116K | – | 705 |
|
2024
Q4 | $116K | Hold |
3,117
| – | – | 0.01% | 708 |
|
2024
Q3 | $156K | Buy |
3,117
+500
| +19% | +$25K | 0.01% | 473 |
|
2024
Q2 | $90.8K | Buy |
+2,617
| New | +$90.8K | 0.01% | 520 |
|
2023
Q3 | – | Sell |
-17
| Closed | -$407 | – | 1320 |
|
2023
Q2 | $407 | Buy |
+17
| New | +$407 | ﹤0.01% | 1092 |
|