Venturi Wealth Management’s Evergy EVRG Stock Holding History

Venturi Wealth Management’s Portfolio EVRG Stock Details EVRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$279K	Buy
2025 Q2	$224K	Sell
2025 Q1	$257K	Buy
2024 Q4	$199K	Buy
2024 Q3	$85.9K	Buy
2024 Q2	$22.2K	Buy
2024 Q1	$8.06K	Buy
2023 Q4	$4.65K	Buy
2023 Q3	–	Sell
2023 Q2	$59	Buy