Venturi Wealth Management’s Climb Global Solutions CLMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
3,162
+55
| +2% | +$5.88K | 0.02% | 394 |
|
|
2025
Q1 | $344K | Buy |
3,107
+39
| +1% | +$4.32K | 0.02% | 410 |
|
|
2024
Q4 | $389K | Buy |
3,068
+42
| +1% | +$5.32K | 0.02% | 380 |
|
|
2024
Q3 | $301K | Buy |
3,026
+46
| +2% | +$4.58K | 0.02% | 385 |
|
|
2024
Q2 | $187K | Buy |
2,980
+46
| +2% | +$2.89K | 0.01% | 419 |
|
|
2024
Q1 | $208K | Buy |
2,934
+25
| +0.9% | +$1.77K | 0.01% | 344 |
|
|
2023
Q4 | $160K | Buy |
2,909
+27
| +0.9% | +$1.48K | 0.01% | 367 |
|
|
2023
Q3 | $124K | Buy |
2,882
+27
| +0.9% | +$1.16K | 0.01% | 380 |
|
|
2023
Q2 | $137K | Sell |
2,855
-15
| -0.5% | -$718 | 0.01% | 341 |
|
|
2023
Q1 | $153K | Buy |
+2,870
| New | +$153K | 0.01% | 356 |
|