Venturi Wealth Management’s Certara CERT Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$108K	Buy
2025 Q1	–	Sell
2024 Q4	$29.9K	Buy
2024 Q3	$3.5K	Sell
2024 Q2	$6.54K	Buy
2024 Q1	$5.53K	Hold
2023 Q4	$5.44K	Buy
2023 Q3	$4.35K	Hold
2023 Q2	$5.45K	Hold
2023 Q1	$7.21K	Buy