Venturi Wealth Management’s Cousins Properties CUZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,340
| Closed | -$71.7K | – | 852 |
|
|
2024
Q4 | $71.7K | Buy |
2,340
+17
| +0.7% | +$521 | ﹤0.01% | 899 |
|
|
2024
Q3 | $68.5K | Buy |
2,323
+288
| +14% | +$8.49K | ﹤0.01% | 670 |
|
|
2024
Q2 | $47.1K | Buy |
2,035
+1,114
| +121% | +$25.8K | ﹤0.01% | 686 |
|
|
2024
Q1 | $22.1K | Buy |
921
+422
| +85% | +$10.1K | ﹤0.01% | 711 |
|
|
2023
Q4 | $12.2K | Buy |
499
+166
| +50% | +$4.04K | ﹤0.01% | 829 |
|
|
2023
Q3 | $6.78K | Buy |
+333
| New | +$6.78K | ﹤0.01% | 889 |
|