VWM
ECG

Venturi Wealth Management’s Everus Construction Group ECG Stock Holding History

Venturi Wealth Management’s Portfolio ECG Stock Details ECG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-296
Closed -$19.5K – 1915
2024
Q4 		$19.5K Buy
+296
New +$18.6K ﹤0.01% 1271

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Venturi Wealth Management's ECG Position: Q1 2025 in Review

Venturi Wealth Management sold out of Everus Construction Group (ECG) in Q1 2025, closing a stake of 296 shares — an estimated $19.5K sold.

Venturi Wealth Management first reported a position in ECG in Q4 2024 and held it in 1 quarter. The position peaked at $19.5K in Q4 2024. 319 funds tracked by Wall St. Rank hold ECG as of Q1 2025.

  • Venturi Wealth Management reported no remaining Everus Construction Group position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 296 Everus Construction Group shares in Q1 2025, an estimated $19.5K.
  • Venturi Wealth Management first reported a position in Everus Construction Group in Q4 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Everus Construction Group position peaked at $19.5K in Q4 2024.
  • 319 funds tracked by Wall St. Rank held Everus Construction Group as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.