Venturi Wealth Management’s Climb Global Solutions CLMB Stock Holding History

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$434K	Buy
2025 Q2	$338K	Buy
2025 Q1	$344K	Buy
2024 Q4	$389K	Buy
2024 Q3	$301K	Buy
2024 Q2	$187K	Buy
2024 Q1	$208K	Buy
2023 Q4	$160K	Buy
2023 Q3	$124K	Buy
2023 Q2	$137K	Sell
2023 Q1	$153K	Buy