Venturi Wealth Management’s FIVE9 FIVN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$107K	Buy
2024 Q3	$1.87K	Hold
2024 Q2	$2.87K	Hold
2024 Q1	$4.04K	Hold
2023 Q4	$5.12K	Hold
2023 Q3	$4.18K	Hold
2023 Q2	$5.36K	Hold
2023 Q1	$4.7K	Buy