Venturi Wealth Management’s Avis CAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$13.4K	Buy
2024 Q3	$4.03K	Buy
2024 Q2	$1.15K	Buy
2024 Q1	–	Sell
2023 Q4	$6.74K	Sell
2023 Q3	$7.55K	Buy