Venturi Wealth Management’s Cboe Global Markets CBOE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $828K | Buy |
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|
2025
Q2 | $761K | Sell |
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|
2025
Q1 | $750K | Buy |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $659K | Sell |
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|
2024
Q2 | $562K | Sell |
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|
2024
Q1 | $611K | Buy |
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|
2023
Q4 | $556K | Sell |
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|
2023
Q3 | $580K | Buy |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $376K | Hold |
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|
2022
Q3 | $352K | Hold |
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|
2022
Q2 | $340K | Sell |
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|
2022
Q1 | $410K | Hold |
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|
2021
Q4 | $467K | Hold |
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|
2021
Q3 | $444K | Sell |
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|
2021
Q2 | $439K | Hold |
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|
2021
Q1 | $364K | Hold |
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|
2020
Q4 | $343K | Buy |
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|
2020
Q3 | $307K | Hold |
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|
2020
Q2 | $326K | Buy |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $720K | Hold |
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $725K | Buy |
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|
2019
Q1 | $581K | Buy |
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