Venturi Wealth Management’s CNA Financial CNA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-574
| Closed | -$27.8K | – | 813 |
|
|
2024
Q4 | $27.8K | Hold |
574
| – | – | ﹤0.01% | 1186 |
|
|
2024
Q3 | $28.1K | Hold |
574
| – | – | ﹤0.01% | 933 |
|
|
2024
Q2 | $26.4K | Buy |
574
+298
| +108% | +$13.7K | ﹤0.01% | 857 |
|
|
2024
Q1 | $12.5K | Buy |
276
+69
| +33% | +$3.13K | ﹤0.01% | 870 |
|
|
2023
Q4 | $8.76K | Buy |
207
+57
| +38% | +$2.41K | ﹤0.01% | 898 |
|
|
2023
Q3 | $5.9K | Buy |
+150
| New | +$5.9K | ﹤0.01% | 930 |
|
|
2018
Q2 | – | Sell |
-113,525
| Closed | -$5.6M | – | 174 |
|
|
2018
Q1 | $5.6M | Buy |
113,525
+3,911
| +4% | +$193K | 1.08% | 35 |
|
|
2017
Q4 | $5.82M | Buy |
109,614
+4,702
| +4% | +$249K | 1.11% | 31 |
|
|
2017
Q3 | $5.32M | Sell |
104,912
-13,250
| -11% | -$671K | 1.12% | 30 |
|
|
2017
Q2 | $5.76M | Buy |
+118,162
| New | +$5.76M | 1.31% | 27 |
|