Venturi Wealth Management’s Popular Inc BPOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$313K Sell
2,841
-6
-0.2% -$661 0.02% 412
2025
Q1
$263K Buy
2,847
+116
+4% +$10.7K 0.01% 470
2024
Q4
$257K Buy
2,731
+2,597
+1,938% +$244K 0.01% 488
2024
Q3
$13.4K Hold
134
﹤0.01% 1126
2024
Q2
$11.9K Buy
134
+33
+33% +$2.92K ﹤0.01% 1065
2024
Q1
$8.9K Buy
101
+3
+3% +$264 ﹤0.01% 956
2023
Q4
$8.04K Buy
98
+37
+61% +$3.04K ﹤0.01% 924
2023
Q3
$3.84K Buy
+61
New +$3.84K ﹤0.01% 1045