Venturi Wealth Management’s DoubleVerify DV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-313
| Closed | -$6.01K | – | 908 |
|
|
2024
Q4 | $6.01K | Hold |
313
| – | – | ﹤0.01% | 1597 |
|
|
2024
Q3 | $5.27K | Hold |
313
| – | – | ﹤0.01% | 1387 |
|
|
2024
Q2 | $6.1K | Buy |
313
+90
| +40% | +$1.75K | ﹤0.01% | 1193 |
|
|
2024
Q1 | $7.84K | Hold |
223
| – | – | ﹤0.01% | 981 |
|
|
2023
Q4 | $8.2K | Buy |
+223
| New | +$8.2K | ﹤0.01% | 920 |
|
|
2023
Q3 | – | Sell |
-77
| Closed | -$3K | – | 1334 |
|
|
2023
Q2 | $3K | Buy |
+77
| New | +$3K | ﹤0.01% | 836 |
|