Venturi Wealth Management’s Birkenstock BIRK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $660K | Buy |
13,414
+3,318
| +33% | +$163K | 0.03% | 268 |
|
|
2025
Q1 | $463K | Buy |
10,096
+2,804
| +38% | +$129K | 0.02% | 339 |
|
|
2024
Q4 | $413K | Buy |
7,292
+622
| +9% | +$35.2K | 0.02% | 370 |
|
|
2024
Q3 | $329K | Buy |
6,670
+2,470
| +59% | +$122K | 0.02% | 369 |
|
|
2024
Q2 | $229K | Buy |
4,200
+400
| +11% | +$21.8K | 0.01% | 387 |
|
|
2024
Q1 | $180K | Buy |
3,800
+2,100
| +124% | +$99.2K | 0.01% | 355 |
|
|
2023
Q4 | $82.8K | Buy |
+1,700
| New | +$82.8K | 0.01% | 429 |
|