Venturi Wealth Management’s Deutsche Bank DB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.24M | Buy |
42,469
+509
| +1% | +$14.9K | 0.06% | 174 |
|
2025
Q1 | $1,000K | Buy |
41,960
+8,970
| +27% | +$214K | 0.05% | 203 |
|
2024
Q4 | $562K | Buy |
32,990
+513
| +2% | +$8.75K | 0.03% | 319 |
|
2024
Q3 | $562K | Buy |
32,477
+454
| +1% | +$7.86K | 0.03% | 273 |
|
2024
Q2 | $510K | Buy |
+32,023
| New | +$510K | 0.03% | 282 |
|